STRATEGY STUDIO / PUBLIC DATA EXPLORER

MILLBROOK TEACHERS ASSOCIATION BENEFIT TRUST FUND: Form 990EZ, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
MILLBROOK TEACHERS ASSOCIATION BENEFIT TRUST FUND (EIN 22-3662428)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-04-14
IRS object ID
201831049349200108
Schema version
2016v3.1
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)
Return2018-04-14T11:41:14-04:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN132550103PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1D'ARCANGELO & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1510 HAIGHT AVEAddressLine1Txt
CityPOUGHKEEPSIECityNm
State AbbreviationNYStateAbbreviationCd
ZIP12603ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223662428EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MILLBROOK TEACHERS'ASSOC BENE TRSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMILLBusinessNameControlTxt
Phone8456772510PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 100AddressLine1Txt
CityVERBANKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12585ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEORGIA HERRINGPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8456774210PhoneNum
Signature2018-01-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOANNE M CASABURAPreparerPersonNm
PTINP00043898PTIN
Phone8454737774PhoneNum
Preparation2018-03-02PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id866DE2918CD28D1597527B80300EBA3928A00844AtSubmissionCreationDeviceId
At Submission Filing Device Id866DE2918CD28D1597527B80300EBA3928A00844AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

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$173,521GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Program Service Revenue$173,173ProgramServiceRevenueAmt
Investment Income$348InvestmentIncomeAmt
Total Revenue$173,521TotalRevenueAmt
Benefits Paid To Or For Members$132,511BenefitsPaidToOrForMembersAmt
Fees And Other Pymt To Ind Cntrct$5,100FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$52PrintingPublicationsPostageAmt
Other Expenses Total$9,932OtherExpensesTotalAmt
Total Expenses$147,595TotalExpensesAmt
Excess Or Deficit For Year$25,926ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$210,972NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$236,898NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$158,100BOYAmt
EOY$214,887EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$71,084BOYAmt
EOY$48,468EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$229,184BOYAmt
EOY$263,355EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,212BOYAmt
EOY$26,457EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$210,972BOYAmt
EOY$236,898EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeVEBA - MILLBROOK TEACHERS' ASSOCIATION BENEFIT TRUST WAS ESTABLISHED TO PROVIDE CERTAIN WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS OF THE MILLBROOK TEACHERS' ASSOCIATION.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxt
DENTAL INSURANCE & HEARING AID - SELF FUNDED DENTAL & HEARING AID PLAN - COVERAGE AVAILABLE TO ALL MEMBERS
FLEX BENEFIT CLAIMS - BENEFIT AVAILABLE TO ALL MEMBERS
ACCIDENTAL DEATH AND DISMEMBERMENT LIFE INSURANCE COVERAGE
OTHER EXPENSES ARE MADE UP OF ADMINISTRATIVE FEES AND DEPRECIATION FOR ASSETS HELD BY THE ORGANIZATION

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
KEITH RUSSELL
CHAIRMAN000.00$0
GEORGIA HERRING
TREASURER000.00$0
ALLISON SCHMID
SECRETARY000.00$0
LESLIE ANSON
TRUSTEE000.00$0
JENNIFER LEGGETT
MTA PRESIDEN000.00$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)
PersonGEORGIA HERRINGPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 100AddressLine1Txt
CityVERBANKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12545ZIPCd
FieldValueIRS element (for citing)
Phone8456772510PhoneNum
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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 16EXPENSES OFFICE EXPENSE 93 CONFERENCES & MEETINGS 480 INSURANCE EXPENSE 870 ADMINISTRATOR FEES 800 ADMINISTRATOR FEES 6,690 DONATIONS 250 ADMINISTRATIVE EXPENSES 362 NON-INVESTMENT DEPRECIATION 387 TOTAL 9,932
FORM 990-EZ, PART II, LINE 24FURNITURE AND FIXTURES 1,933 1,933 LESS ACCUMULATED DEPRECIATION 644 1,031 RESTRICTED CASH - FLEX BENEFIT 15,544 9,981 RESTRICTED CASH - DENTAL CLAIMS 50,378 35,857 PREPAID EXPENSES 3,873 1,728 TOTAL 71,084 48,468
FORM 990-EZ, PART II, LINE 26CLAIMS PAYABLE 15,112 23,357 ACCOUNTS PAYABLE 3,100 3,100 DEFERRED REVENUE 0 0
FORM 990-EZ, PART IIIVEBA - MILLBROOK TEACHERS' ASSOCIATION BENEFIT TRUST WAS ESTABLISHED TO PROVIDE CERTAIN WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS OF THE MILLBROOK TEACHERS' ASSOCIATION.
FORM 990-EZ, PART III, LINE 31OTHER EXPENSES ARE MADE UP OF ADMINISTRATIVE FEES AND DEPRECIATION FOR ASSETS HELD BY THE ORGANIZATION