STRATEGY STUDIO / PUBLIC DATA EXPLORER

NORWOOD-NORFOLK TEACHERS ASSOCIATION BENEFIT FUND: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
NORWOOD-NORFOLK TEACHERS ASSOCIATION BENEFIT FUND (EIN 04-3672402)
Tax period
2020-07-01 to 2021-06-30
Filed
2021-11-12
IRS object ID
202143169349204759
Schema version
2020v4.0
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)
Return2021-11-12T15:24:42-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN150614604PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WHALEN DAVEY & LOONEY CPA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line131 GLENN STREETAddressLine1Txt
CityMASSENACityNm
State AbbreviationNYStateAbbreviationCd
ZIP13662ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043672402EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORWOOD-NORFOLK TEACHERS'BusinessNameLine1Txt
Business Name Line2ASSOCIATION BENEFIT TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlNORWBusinessNameControlTxt
Phone3153536631PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 41AddressLine1Txt
CityNORWOODCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13668ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNY HERRICKPersonNm
Person TitleCHAIRPERSONPersonTitleTxt
Phone3153536631PhoneNum
Signature2021-11-09SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJENNYPersonFirstNm
Person LastHERRICKPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER A HERRICK CPAPreparerPersonNm
PTINP00231960PTIN
Phone3157692200PhoneNum
Preparation2021-11-08PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressN/AWebsiteAddressTxt
Organization501cYes (X)Organization501cInd
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Gross Receipts$94,671GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$94,671ContributionsGiftsGrantsEtcAmt
Total Revenue$94,671TotalRevenueAmt
Benefits Paid To Or For Members$95,046BenefitsPaidToOrForMembersAmt
Other Expenses Total$421OtherExpensesTotalAmt
Total Expenses$95,467TotalExpensesAmt
Excess Or Deficit For Year-$796ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$17,355NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$16,559NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$17,355BOYAmt
EOY$16,559EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$17,355BOYAmt
EOY$16,559EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$17,355BOYAmt
EOY$16,559EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO PROVIDE BENEFITS FOR TEACHERS AT THE NORWOOD NORFOLK CENTRAL SCHOOL.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxt
PROVIDE BENEFITS FOR TEACHERS OF NORWOOD NORFOLK CENTRAL SCHOOL.
FEDERAL PENALTIES

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
KURT WELLS
TRUSTEE000.00$0
KIMBERLY BROWN
TRUSTEE000.00$0
ANGELA REGAN
TRUSTEE000.00$0
JENNY HERRICK
CHAIRPERSON1.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJENNY HERRICKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17852 STATE HIGHWAY 56AddressLine1Txt
CityNORWOODCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13668ZIPCd
FieldValueIRS element (for citing)
Phone3153536631PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 16EXPENSES PENALTIES 421 TOTAL 421
FORM 990-EZ, PART III, LINE 31FEDERAL PENALTIES

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (4 entries)

KURT WELLS
KIMBERLY BROWN
ANGELA REGAN
JENNY HERRICK