STRATEGY STUDIO / PUBLIC DATA EXPLORER

MILLBROOK TEACHERS ASSOCIATION BENEFIT TRUST FUND: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MILLBROOK TEACHERS ASSOCIATION BENEFIT TRUST FUND (EIN 22-3662428)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-03-29
IRS object ID
202530889349200318
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-03-29T13:49:42-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061667465PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRAGER METIS CPAS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1510 HAIGHT AVENUEAddressLine1Txt
CityPOUGHKEEPSIECityNm
State AbbreviationNYStateAbbreviationCd
ZIP12603ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223662428EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MILLBROOK TEACHERS' ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMILLBusinessNameControlTxt
Phone8456772510PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1168AddressLine1Txt
CityMILLBROOKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12545ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKENNETH MCPHERSONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8456772510PhoneNum
Signature2025-03-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOANNE CASABURAPreparerPersonNm
PTINP00043898PTIN
Phone8454737774PhoneNum
Preparation2025-03-25PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501cYes (X)Organization501cInd
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Gross Receipts$191,718GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Program Service Revenue$191,260ProgramServiceRevenueAmt
Investment Income$458InvestmentIncomeAmt
Total Revenue$191,718TotalRevenueAmt
Benefits Paid To Or For Members$171,017BenefitsPaidToOrForMembersAmt
Fees And Other Pymt To Ind Cntrct$2,760FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$179PrintingPublicationsPostageAmt
Other Expenses Total$13,318OtherExpensesTotalAmt
Total Expenses$187,274TotalExpensesAmt
Excess Or Deficit For Year$4,444ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$277,245NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$281,689NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$270,929BOYAmt
EOY$279,217EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$30,381BOYAmt
EOY$20,621EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$301,310BOYAmt
EOY$299,838EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$24,065BOYAmt
EOY$18,149EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$277,245BOYAmt
EOY$281,689EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeMILLBROOK TEACHERS' ASSOCIATION BENEFIT TRUST WAS ESTABLISHED TO PROVIDE CERTAIN WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS OF THE MILLBROOK TEACHER'S ASSOCIATION.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
DENTAL INSURANCE & HEARING AID - SELF FUNDED DENTAL & HEARING AID PLAN - COVERAGE AVAILABLE TO ALL MEMBERS$0$131,035
FLEX BEENFIT CLAIMS - BENEFIT AVAILABLE TO ALL$0$27,811
ACCIDENTAL DEATH AND DISBURSEMENT LIFE INSURANCE COVERAGE AND GROUP LEGAL PLAN COVERAGE$0$12,171
FieldValueIRS element (for citing)
Total Program Service Expenses$171,017TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KAREN TEGELER
TRUSTEE0.00$0$0$0
SEAN MCGUIGAN
MTA PRESIDENT0.00$0$0$0
JOHN TRINGALI
TRUSTEE0.00$0$0$0
KEITH RUSSELL
CHAIRMAN0.00$0$0$0
TONYA PULVER
SECRETARY0.00$0$0$0
KENNETH MCPHERSON
TREASURER0.00$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TREASURERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1168AddressLine1Txt
CityMILLBROOKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12545ZIPCd
FieldValueIRS element (for citing)
Phone8456772510PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST INCOME. AMOUNT: 458.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: ADMINISTRATIVE. AMOUNT: 12,598. DESCRIPTION: INSURANCE EXPENSE. AMOUNT: 720. TOTAL TO FORM 990-EZ, LINE 16: 13,318.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: RESTRICTED CASH - FLEX BENEFIT. BEG. OF YEAR AMOUNT: 9,219. END OF YEAR AMOUNT: 15,538. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 21,162. END OF YEAR AMOUNT: 5,083.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: CLAIMS PAYABLE. BEG. OF YEAR AMOUNT: 22,465. END OF YEAR AMOUNT: 16,549. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,600. END OF YEAR AMOUNT: 1,600.