SMITHTOWN TEACHERS ASSOCIATION BENEFIT FUND: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: SMITHTOWN TEACHERS ASSOCIATION BENEFIT FUND (EIN 11-2475224)
Tax period: 2017-07-01 to 2018-06-30
Filed: 2019-05-13
IRS object ID: 201931339349304233
Schema version: 2017v2.2
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
Form 990
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-05-13T14:34:35-04:00	ReturnTs
Tax Period End	2018-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KAREN A CORLEY CPA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 998	AddressLine1Txt
City	MILLER PLACE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11764	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	112475224	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SMITHTOWN TEACHERS' ASSOC BENE	BusinessNameLine1Txt
Business Name Line2	TRUST	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	SMIT	BusinessNameControlTxt
Phone	6312654218	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	26 NEW YORK AVE UNIT 2	AddressLine1Txt
City	SMITHTOWN	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	117873499	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROBIN BAKER	PersonNm
Person Title	TREASURER	PersonTitleTxt
Signature	2019-05-13	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KAREN A CORLEY CPA	PreparerPersonNm
PTIN	P01314419	PTIN
Phone	6314283869	PhoneNum
Preparation	2019-05-13	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	69.116.133.84	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	1229222018316h000245	FederalOriginalSubmissionId
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	066C0003B674874EAA60BBE75353AB389681CA88	AtSubmissionCreationDeviceId
At Submission Filing Device Id	F0CA154D0C24907A511EB5BED01C79A3493CC4BA	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	SAME AS ABOVE	PrincipalOfficerNm
Gross Receipts	$358,414	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Activity Or Mission	THE ORGANIZATION PROVIDES BENEFIT PROGRAMS FOR MEMBERS OF THE SMITHTOWN TEACHERS ASSOCIATION	ActivityOrMissionDesc
Voting Members Governing Body	7	VotingMembersGoverningBodyCnt
Voting Members Independent	0	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Gross UBI	$0	TotalGrossUBIAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$347,749	PYProgramServiceRevenueAmt
CY Program Service Revenue	$356,534	CYProgramServiceRevenueAmt
PY Investment Income	$1,025	PYInvestmentIncomeAmt
CY Investment Income	$1,880	CYInvestmentIncomeAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$348,774	PYTotalRevenueAmt
CY Total Revenue	$358,414	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$240,163	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$271,284	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$5,344	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$5,344	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$5,629	PYOtherExpensesAmt
CY Other Expenses	$18,373	CYOtherExpensesAmt
PY Total Expenses	$251,136	PYTotalExpensesAmt
CY Total Expenses	$295,001	CYTotalExpensesAmt
PY Revenues Less Expenses	$97,638	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$63,413	CYRevenuesLessExpensesAmt
Total Assets BOY	$459,905	TotalAssetsBOYAmt
Total Assets EOY	$523,317	TotalAssetsEOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$459,905	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$523,317	NetAssetsOrFundBalancesEOYAmt
Mission	To cooridinate and oversee benefit plans for members of the Smithtown Teachers Associate.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$32,355	ExpenseAmt
Desc	NYSUT LEGAL PLAN	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$171,470	ExpenseAmt
Desc	VISION PLAN	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$28,840	ExpenseAmt
Desc	LIFE INSURANCE	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$232,665	TotalProgramServiceExpensesAmt
Described In Section501c3	false	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	7	GoverningBodyVotingMembersCnt
Independent Voting Member	0	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	false	MinutesOfGoverningBodyInd
Minutes Of Committees	false	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	false	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	false	ConflictOfInterestPolicyInd
Whistleblower Policy	false	WhistleblowerPolicyInd
Document Retention Policy	false	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	ROBIN BAKER TREASURER	PersonNm
Phone	6312654218	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	26 NEW YORK AVE	AddressLine1Txt
City	SMITHTOWN	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11787	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
ARI SILLAM
TRUSTEE	1	0	Yes (X)	$0	$0	$0
MICHAEL ZARTLE
TRUSTEE	1	0	Yes (X)	$0	$0	$0
LAURA SPENCER
TRUSTEE	1	0	Yes (X)	$0	$0	$0
DONNA DENEGRIS
TRUSTEE	1	0	Yes (X)	$0	$0	$0
ROBIN BAKER
TREASURER/SCTY	3	0	Yes (X)	$500	$0	$0
SETH PASTER
TRUSTEE	1	0	Yes (X)	$0	$0	$0
BRIAN GALGANO
CHAIRMAN	1	0	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$500	TotalReportableCompFromOrgAmt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ALLOCATION FR DIST	$354,600	$354,600
PREMIUM REIMB	$1,934	$1,934

Field	Value	IRS element (for citing)
Total Program Service Revenue	$356,534	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,880	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,880	RelatedOrExemptFuncIncomeAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$358,414	TotalRevenueColumnAmt
Related Or Exempt Func Income	$358,414	RelatedOrExemptFuncIncomeAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$271,284	TotalAmt
Program Services	$271,284	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$500	TotalAmt
Program Services	$500	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$4,500	TotalAmt
Program Services	$4,500	ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$344	TotalAmt
Program Services	$344	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,500	TotalAmt
Management And General	$1,500	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,640	TotalAmt
Management And General	$1,640	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,200	TotalAmt
Management And General	$1,200	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,060	TotalAmt
Management And General	$1,060	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt	Program ServicesProgramServicesAmt
POSTAGE	$85	$85
MEETING EXPENSE	$188	$188
TELEPHONE	$800	$800
ADMIN FEES	$11,900		$11,900

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$295,001	TotalAmt
Program Services	$288,528	ProgramServicesAmt
Management And General	$6,473	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$86,260	BOYAmt
EOY	$8,273	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$373,645	BOYAmt
EOY	$515,044	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$459,905	BOYAmt
EOY	$523,317	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$459,905	BOYAmt
EOY	$523,317	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$459,905	BOYAmt
EOY	$523,317	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$459,905	BOYAmt
EOY	$523,317	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$63,413	ReconcilationRevenueExpnssAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	false	FSAuditedInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART VI, LINE 19	ALL GOVERNING DOCUMENTS AND TAX RETURNS ARE MADE AVAILABLE, UPON WRITTEN REQUEST, AT THE UNION OFFICE.
PART VI, LINE 11B	NO REVIEW HAS BEEN CONDUCTED.