STRATEGY STUDIO / PUBLIC DATA EXPLORER

WESTERN SULLIVAN BENEFIT TR FUND: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WESTERN SULLIVAN BENEFIT TR FUND (EIN 10-0007034)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-11-15
IRS object ID
202223199349303872
Schema version
2021v4.2
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)
Return2022-11-15T08:43:53-06:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN141761666PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COOPER ARIAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1892 RT 17B PO BOX 190AddressLine1Txt
CityMONGAUP VALLEYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12762ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN100007034EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WESTERN SULLIVAN UNITED TEACHERS &BusinessNameLine1Txt
Business Name Line2SRP BENEFIT TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt
Phone8459328401PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16604 STATE ROUTE 52AddressLine1Txt
CityLAKE HUNTINGTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12752ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNA SAYERSPersonNm
Person TitleTRUST CHAIRPersonTitleTxt
Phone8459328401PhoneNum
Signature2022-11-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJENNAPersonFirstNm
Person LastSAYERSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUSAN M PETERS CPAPreparerPersonNm
PTINP00631147PTIN
Phone8457961800PhoneNum
Preparation2022-11-02PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJENNA SAYERSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16604 STATE ROUTE 52AddressLine1Txt
CityLAKE HUNTINGTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12752ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$325,607GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2001FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionPROVIDE BENEFITS TO ITS MEMBERSActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$309,745PYProgramServiceRevenueAmt
CY Program Service Revenue$325,452CYProgramServiceRevenueAmt
PY Investment Income$374PYInvestmentIncomeAmt
CY Investment Income$155CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$310,119PYTotalRevenueAmt
CY Total Revenue$325,607CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$305,364PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$312,059CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,000PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,000CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,136PYOtherExpensesAmt
CY Other Expenses$1,846CYOtherExpensesAmt
PY Total Expenses$308,500PYTotalExpensesAmt
CY Total Expenses$314,905CYTotalExpensesAmt
PY Revenues Less Expenses$1,619PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$10,702CYRevenuesLessExpensesAmt
Total Assets BOY$405,677TotalAssetsBOYAmt
Total Assets EOY$416,379TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$405,677NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$416,379NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPROVIDE BENEFITS TO ITS MEMBERSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$178,193ExpenseAmt
DescDENTAL INSURANCE WAS PROVIDED TO 175 MEMBERS THROUGH A CONTRACT WITH DELTA DENTALDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$13,224ExpenseAmt
DescGROUP LEGAL WAS PROVIDED TO 179 MEMBERS THROUGH A CONTRACT WITH UNUMDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$36,829ExpenseAmt
DescLONG TERM DISABILITY WAS PROVIDED TO 180 MEMBERS THROUGH A CONTRACT WITH UNUMDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmtDescDesc
$58,578SUPPLEMENTAL FLEX PROVIDED FOR 74 MEMBERS THROUGH PREFERRED GROUP
$25,235VISION INSURANCE WAS PROVIDED TO 174 MEMBERS THROUGH A CONTRACT WITH NYSUT MEMBER BENEFITS
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$83,813TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$312,059TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMY HELLERERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8459328401PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16604 STATE ROUTE 52AddressLine1Txt
CityLAKE HUNTINGTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12752ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (2 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JENNA SAYERS
TRUST CHAIR2.00Yes (X)$0$0$0
AMY HELLERER
TREASURER2.00$1,000$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
DISTRICT PAYMENT525920$289,818$289,818
PAYROLL CONTRIBUTIONS525920$18,796$18,796
SUPPLEMENTAL FLEX525920$15,172$15,172
FAMILY BUY UP525920$1,666$1,666
FieldValueIRS element (for citing)
Total Program Service Revenue$325,452TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$155TotalRevenueColumnAmt
Exclusion$155ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$325,607TotalRevenueColumnAmt
Related Or Exempt Func Income$325,452RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$155ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$312,059TotalAmt
Program Services$312,059ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,000TotalAmt
Management And General$1,000ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$650TotalAmt
Management And General$650ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$146TotalAmt
Management And General$146ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,050TotalAmt
Management And General$1,050ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$314,905TotalAmt
Program Services$312,059ProgramServicesAmt
Management And General$2,846ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$79,679BOYAmt
EOY$90,385EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$325,414BOYAmt
EOY$325,556EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,460LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,022LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$584BOYAmt
EOY$438EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$405,677BOYAmt
EOY$416,379EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$405,677BOYAmt
EOY$416,379EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$405,677BOYAmt
EOY$416,379EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$405,677BOYAmt
EOY$416,379EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$10,702ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,460OtherCostOrOtherBasisAmt
Depreciation$1,022DepreciationAmt
Book Value$438BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$438TotalBookValueLandBuildingsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD RECEIVES A COPY OF THE RETURN AND THEY REVIEW IT AS A WHOLE. AFTER THIS PROCESS, THE SIGNED E-FILE AUTHORIZATION IS RETURNED TO THE TAX PREPARER FOR FILING OF THE RETURN.
FORM 990, PART VI, SECTION C, LINE 19UPON REQUEST, COPIES OF TAX RETURNS AND OTHER PUBLIC DOCUMENTS ARE PREPARED AND GIVEN TO THE REQUESTOR.