MILLBROOK TEACHERS ASSOCIATION BENEFIT TRUST FUND: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MILLBROOK TEACHERS ASSOCIATION BENEFIT TRUST FUND (EIN 22-3662428)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-15
- IRS object ID
- 201333199349201013
- Schema version
- 2012v2.3
- 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) |
|---|---|---|
| Timestamp | 2013-11-15T08:42:36-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D'ARCANGELO & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223662428 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLBROOK TEACHERS'ASSOC BENE TRST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MILL | NameControl |
| Phone | 8546772510 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEORGIA HERRING | Name |
| Title | TREASURER | Title |
| Phone | 8546772510 | Phone |
| Date Signed | 2013-11-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOANNE M CASABURA | Name |
| Phone | 8454737774 | Phone |
| Date Prepared | 2013-11-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c | X | Organization501c |
| Gross Receipts | 159783 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Program Service Revenue | 159756 | ProgramServiceRevenue |
| Investment Income | 27 | InvestmentIncome |
| Total Revenue | 159783 | TotalRevenue |
| Benefits Paid To Or For Members | 106312 | BenefitsPaidToOrForMembers |
| Fees And Oth Pymt To Ind Contractors | 8300 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 44 | PrintingPublicationsPostage |
| Other Expenses Total | 10627 | OtherExpensesTotal |
| Total Expenses | 125283 | TotalExpenses |
| Excess Or Deficit For Year | 34500 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 60997 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 95497 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35326 | BOY |
| EOY | 60685 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35289 | BOY |
| EOY | 49835 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70615 | BOY |
| EOY | 110520 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9618 | BOY |
| EOY | 15023 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60997 | BOY |
| EOY | 95497 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | VEBA - MILLBROOK TEACHERS' ASSOCIATION BENEFIT TRUST WAS ESTABLISHED TO PROVIDE CERTAIN WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS OF THE MILLBROOK TEACHERS' ASSOCIATION. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (2 entries)
| Description Program Service AccomDescriptionProgramServiceAccom |
|---|
| DENTAL INSURANCE - SELF FUNDED DENTAL PLAN - COVERAGE AVAILABLE TO ALL MEMBERS |
| FLEX BENEFIT CLAIMS - BENEFIT AVAILABLE TO ALL MEMBERS |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (5 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|
| KEITH RUSSELL | ||
| CHAIRMAN | 5.00 | 0 |
| GEORGIA HERRING | ||
| TREASURER | 5.00 | 0 |
| JUNE MAPLES | ||
| SECRETARY | 5.00 | 0 |
| JENNIFER FEICHT | ||
| TRUSTEE | 5.00 | 0 |
| JENNIFER LEGGETT | ||
| MTA PRESIDEN | 5.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GEORGIA HERRING | NamePerson |
Address US AddressUS
| 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) |
|---|---|---|
| Telephone Number | 8456772510 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | EXPENSES OFFICE EXPENSES 297 CONFERENCES & MEETINGS 1,549 INSURANCE EXPENSE 768 ADMINISTRATOR FEES 800 ADMINISTRATOR FEES 6,407 ADMINISTRATOR EXPENSES 806 TOTAL 10,627 |
| OTHER ASSETS | FORM 990-EZ, PART II, LINE 24 | RESTRICTED CASH - FLEX BENEFIT 6,533 11,172 RESTRICTED CASH - DENTAL CLAIMS 26,754 37,170 PREPAID EXPENSES 2,002 1,493 TOTAL 35,289 49,835 |
| OTHER LIABILITIES | FORM 990-EZ, PART II, LINE 26 | CLAIMS PAYABLE 9,618 9,223 ACCOUNTS PAYABLE 0 5,800 |
| PRIMARY EXEMPT PURPOSE | 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 Compensation (5 entries)
| KEITH RUSSELL |
| GEORGIA HERRING |
| JUNE MAPLES |
| JENNIFER FEICHT |
| JENNIFER LEGGETT |