MILLBROOK TEACHERS ASSOCIATION BENEFIT TRUST FUND: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MILLBROOK TEACHERS ASSOCIATION BENEFIT TRUST FUND (EIN 22-3662428)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-14
- IRS object ID
- 201433189349203668
- Schema version
- 2013v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T16:03:32-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132550103 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D'ARCANGELO & CO LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 HAIGHT AVE | AddressLine1 |
| City | POUGHKEEPSIE | City |
| State | NY | State |
| ZIP Code | 12603 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223662428 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLBROOK TEACHERS'ASSOC BENE TRST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 8546772510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 100 | AddressLine1 |
| City | VERBANK | City |
| State | NY | State |
| ZIP Code | 12585 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGIA HERRING | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8546772510 | PhoneNum |
| Signature | 2014-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOANNE M CASABURA | PreparerPersonNm |
| PTIN | P00043898 | PTIN |
| Phone | 8454737774 | PhoneNum |
| Preparation | 2014-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Gross Receipts | $153,709 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Program Service Revenue | $153,662 | ProgramServiceRevenueAmt |
| Investment Income | $47 | InvestmentIncomeAmt |
| Total Revenue | $153,709 | TotalRevenueAmt |
| Benefits Paid To Or For Members | $99,292 | BenefitsPaidToOrForMembersAmt |
| Fees And Other Pymt To Ind Cntrct | $4,800 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $85 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $10,411 | OtherExpensesTotalAmt |
| Total Expenses | $114,588 | TotalExpensesAmt |
| Excess Or Deficit For Year | $39,121 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $95,497 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $134,618 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,685 | BOYAmt |
| EOY | $95,011 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,835 | BOYAmt |
| EOY | $61,944 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,520 | BOYAmt |
| EOY | $156,955 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,023 | BOYAmt |
| EOY | $22,337 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,497 | BOYAmt |
| EOY | $134,618 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | VEBA - 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 (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt |
|---|
| DENTAL INSURANCE - SELF FUNDED DENTAL PLAN - COVERAGE AVAILABLE TO ALL MEMBERS |
| FLEX BENEFIT CLAIMS - BENEFIT AVAILABLE TO ALL MEMBERS |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| KEITH RUSSELL | ||
| CHAIRMAN | 5.00 | $0 |
| GEORGIA HERRING | ||
| TREASURER | 5.00 | $0 |
| JUNE MAPLES | ||
| SECRETARY | 5.00 | $0 |
| MICHAEL SETARO | ||
| TRUSTEE | 5.00 | $0 |
| JENNIFER LEGGETT | ||
| MTA PRESIDEN | 5.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGIA HERRING | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 100 | AddressLine1 |
| City | VERBANK | City |
| State | NY | State |
| ZIP Code | 12545 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8456772510 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES OFFICE EXPENSE 102 CONFERENCES & MEETINGS 950 INSURANCE EXPENSE 793 ADMINISTRATOR FEES 800 ADMINISTRATOR FEES 7,030 ADMINISTRATOR EXPENSES 736 TOTAL 10,411 |
| FORM 990-EZ, PART II, LINE 24 | RESTRICTED CASH - FLEX BENEFIT 11,172 31,174 RESTRICTED CASH - DENTAL CLAIMS 37,170 29,825 PREPAID EXPENSES 1,493 945 TOTAL 49,835 61,944 |
| FORM 990-EZ, PART II, LINE 26 | CLAIMS PAYABLE 9,223 15,037 ACCOUNTS PAYABLE 5,800 7,300 |
| FORM 990-EZ, PART III | VEBA - MILLBROOK TEACHERS' ASSOCIATION BENEFIT TRUST WAS ESTABLISHED TO PROVIDE CERTAIN WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS OF THE MILLBROOK TEACHERS' ASSOCIATION. |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (5 entries)
| KEITH RUSSELL |
| GEORGIA HERRING |
| JUNE MAPLES |
| MICHAEL SETARO |
| JENNIFER LEGGETT |