STRATEGY STUDIO / PUBLIC DATA EXPLORER

MILLBROOK TEACHERS ASSOCIATION BENEFIT TRUST FUND: Form 990EZ, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
MILLBROOK TEACHERS ASSOCIATION BENEFIT TRUST FUND (EIN 22-3662428)
Tax period
2015-07-01 to 2016-06-30
Filed
2016-11-14
IRS object ID
201603199349203925
Schema version
2015v2.1
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)
Return2016-11-14T15:22:45-06:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

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 Begin2015-07-01TaxPeriodBeginDt

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
Phone8546772510PhoneNum

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
Signature2016-11-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOANNE M CASABURAPreparerPersonNm
PTINP00043898PTIN
Phone8454737774PhoneNum
Preparation2016-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

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$174,028GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Program Service Revenue$173,979ProgramServiceRevenueAmt
Investment Income$49InvestmentIncomeAmt
Total Revenue$174,028TotalRevenueAmt
Benefits Paid To Or For Members$114,764BenefitsPaidToOrForMembersAmt
Fees And Other Pymt To Ind Cntrct$5,100FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$73PrintingPublicationsPostageAmt
Other Expenses Total$9,751OtherExpensesTotalAmt
Total Expenses$129,688TotalExpensesAmt
Excess Or Deficit For Year$44,340ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$166,633NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$210,973NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$165,841BOYAmt
EOY$158,101EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$27,665BOYAmt
EOY$71,084EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$193,506BOYAmt
EOY$229,185EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$26,873BOYAmt
EOY$18,212EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$166,633BOYAmt
EOY$210,973EOYAmt
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 (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxt
DENTAL INSURANCE - SELF FUNDED DENTAL PLAN - COVERAGE AVAILABLE TO ALL MEMBERS
FLEX BENEFIT CLAIMS - BENEFIT AVAILABLE TO ALL MEMBERS
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
JUNE MAPLES
SECRETARY000.00$0
MICHAEL SETARO
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 200 CONFERENCES & MEETINGS 310 INSURANCE EXPENSE 1,200 ADMINISTRATOR FEES 800 ADMINISTRATOR FEES 6,203 ADMINISTRATOR EXPENSES 652 NON-INVESTMENT DEPRECIATION 386 TOTAL 9,751
FORM 990-EZ, PART II, LINE 241,933 1,933 LESS ACCUMULATED DEPRECIATION 258 644 RESTRICTED CASH - FLEX BENEFIT 16,123 15,544 RESTRICTED CASH - DENTAL CLAIMS 8,967 50,378 PREPAID EXPENSES 900 3,873 TOTAL 27,665 71,084
FORM 990-EZ, PART II, LINE 26CLAIMS PAYABLE 24,988 15,112 ACCOUNTS PAYABLE 1,600 3,100 DEFERRED REVENUE 285 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