Civic Intelligence

Haldane Schools Benefit Trust Fund

990EZ • Fiscal year 2019 • EIN 90-0591008

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 25, 2020

Organization ProfileN/A
362 East Mountain Road SouthCold Spring, NY 10516

(518) 641-0321

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.33x

Higher debt load relative to assets than 92% of similar nonprofits.

2019 filings • NTEE Y • <$500k nonprofits • Source year 2019

Liabilities / Revenue

90th percentile

0.18x

Higher debt load relative to revenue than 90% of similar nonprofits.

2019 filings • NTEE Y • <$500k nonprofits • Source year 2019

Net Margin

8th percentile

-37%

Higher net margin than 8% of similar nonprofits.

2019 filings • NTEE Y • <$500k nonprofits • Source year 2019

Top Officer Pay

91st percentile

$750

Higher top officer pay than 91% of similar nonprofits.

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

2019 filings • NTEE Y • <$500k nonprofits • Source year 2019

Asset Growth

4th percentile

-46%

Faster asset growth than 4% of similar nonprofits.

2019 filings • NTEE Y • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

56th percentile

5.0%

Faster revenue growth than 56% of similar nonprofits.

2019 filings • NTEE Y • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$70,675

Down $59,210 (-46%) from 2018

Net Assets

$47,631

No earlier filing loaded for comparison.

Liabilities

Down

$23,044

Down $12,540 (-35%) from 2018

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin8th percentile

Revenue

Up

$124,931

Up $5,902 (+5.0%) from 2018

Expenses

Up

$171,601

Up $8,523 (+5.2%) from 2018

Net Income

Down

-$46,670

Down $2,621 (-6.0%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2019

Assets$70,675
Liabilities$23,044
Net Assets$47,631
Open 2019 Filing

Operations Trend

Revenue Growth56th 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

2019

Revenue$124,931
Expenses$171,601
Net Income-$46,670
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 25, 2020
Return Version
2018v3.2
Gross Receipts
$124,931
Mission and Program Overview

Mission

To Provide Additional Benefits to Members Dental & Vision

To provide additional medical benefits to members of the teaching unit.

Program Services

DescriptionGrantsExpenses
TO PROVIDE ADDITIONAL MEDICAL BENEFITS TO MEMBERS OF THE TEACHING UNIT.-$171,601
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY CASEYChairpersonPT$750-$750
JOHANNA RUPPTreasurerPT$750-$750
LORRAINE ISLERTerm Ended 1PT$750-$750
Filing and Contact Details

Filer

Filer Name
Haldane Schools Benefit Trust Fund
EIN
90-0591008
Phone
5186410321
Address
362 EAST MOUNTAIN ROAD SOUTH, COLD SPRING, NY 10516

Signing Officer

Name
Kathy Casey
Title
Chairperson
Phone
9146618878
Signed
2020-02-25
Discuss with paid preparer
Yes

Preparer

Firm
Rbt Cpas Llp
Address
11 RACQUET RD, NEWBURGH, NY 12550
Preparer
Davide Digenova CPA
Phone
8455679000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses administrative expenses 9,040 total 9,040”

Form 990-ez, Part II, Line 24

“Pledges receivable 25,848 26,736 total 25,848 26,736”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 9,000 11,000 deferred revenue 4,000 0 accrued claims payable 22,584 12,044”

Raw XML Appendix108 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/BenefitsPaidToOrForMembersAmt0148561
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PREFERRED GROUP PLANS
IRS990EZ/BooksInCareOfDetail/PhoneNum05186410321
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt019 BRITISH AMERICAN BLVD WEST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LATHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012110
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0104037
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043939
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-46670
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011000
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0129885
IRS990EZ/Form990TotalAssetsGrp/EOYAmt070675
IRS990EZ/GrossReceiptsAmt0124931
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0133
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt094301
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047631
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt094301
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047631
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt0750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt2750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHY CASEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHANNA RUPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LORRAINE ISLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TERM ENDED 1
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt025848
IRS990EZ/OtherAssetsTotalDetail/EOYAmt026736
IRS990EZ/OtherExpensesTotalAmt09040
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ADDITIONAL MEDICAL BENEFITS TO MEMBERS OF THE TEACHING UNIT.
IRS990EZ/ProgramServiceRevenueAmt0124798
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE ADDITIONAL MEDICAL BENEFITS TO MEMBERS OF THE TEACHING UNIT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0171601
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt03000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt035584
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt023044
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0171601
IRS990EZ/TotalProgramServiceExpensesAmt0171601
IRS990EZ/TotalRevenueAmt0124931
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADMINISTRATIVE EXPENSES 9,040 TOTAL 9,040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PLEDGES RECEIVABLE 25,848 26,736 TOTAL 25,848 26,736
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 9,000 11,000 DEFERRED REVENUE 4,000 0 ACCRUED CLAIMS PAYABLE 22,584 12,044
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY CASEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum09146618878
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALDANE SCHOOLS BENEFIT TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0HALD
ReturnHeader/Filer/EIN0900591008
ReturnHeader/Filer/PhoneNum05186410321
ReturnHeader/Filer/USAddress/AddressLine1Txt0362 EAST MOUNTAIN ROAD SOUTH
ReturnHeader/Filer/USAddress/CityNm0COLD SPRING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010516
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09F7D1C4AAB5D21F82164C413791799E2BFC49FDF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId009CAE5C53FEA5FB9DB2F8F3CA17A03496FADEB8F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.169.2.122
ReturnHeader/FilingSecurityInformation/IPDt02020-03-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm008:57:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141604297
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RBT CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011 RACQUET RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012550
ReturnHeader/PreparerPersonGrp/PhoneNum08455679000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVIDE DIGENOVA CPA
ReturnHeader/ReturnTs02020-03-04T08:57:51-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,675
Liabilities
$23,044
Net assets
$47,631
Revenue
$124,931
Expenses
$171,601
Net income
-$46,670
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
2019Detailed filing. Detailed filing data is available for this year.$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