STRATEGY STUDIO / PUBLIC DATA EXPLORER

WESTERN SULLIVAN BENEFIT TR FUND: Form 990EZ, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
WESTERN SULLIVAN BENEFIT TR FUND (EIN 10-0007034)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-02-23
IRS object ID
201140549349200004
Schema version
2009v1.7
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)
Timestamp2011-02-23T09:46:39-06:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1COOPER NIEMANN & COMPANY CPAS LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 190AddressLine1
CityMONGAUP VALLEYCity
StateNYState
ZIP Code127620190ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN100007034EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1WESTERN SULLIVAN UNITED TEACHERS &BusinessNameLine1
Business Name Line2SRP BENEFIT TRUSTBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlWESTNameControl
Phone8459328401Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line16604 STATE ROUTE 52AddressLine1
CityLAKE HUNTINGTONCity
StateNYState
ZIP Code12752ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJENNA SAYERSName
TitleBENEFIT TRUST CHAIRTitle
Phone8459328401Phone
Date Signed2011-02-01DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSUSAN M KRAYCER CPAName
Phone8457961800Phone
Date Prepared2011-02-01DatePrepared
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashXMethodOfAccountingCash
Schedule B Not RequiredXScheduleBNotRequired
Web SiteN/AWebSite
Organization501cXOrganization501c
Gross Receipts363401GrossReceipts
Program Service Revenue363181ProgramServiceRevenue
Investment Income220InvestmentIncome
Total Revenue363401TotalRevenue
Benefits Paid To Or For Members329185BenefitsPaidToOrForMembers
Salaries Other Comp Empl Benefits1000SalariesOtherCompEmplBenefits
Other Expenses Total2006OtherExpensesTotal
Total Expenses332191TotalExpenses
Excess Or Deficit For Year31210ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY2911NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY34121NetAssetsOrFundBalancesEOY

Cash Savings And Investments CashSavingsAndInvestments

FieldValueIRS element (for citing)
BOY12438BOY
EOY38885EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY12438BOY
EOY38885EOY

Sum Of Total Liabilities SumOfTotalLiabilities

FieldValueIRS element (for citing)
BOY9527BOY
EOY4764EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

FieldValueIRS element (for citing)
BOY2911BOY
EOY34121EOY
FieldValueIRS element (for citing)
Primary Exempt PurposePROVIDE BENEFITS TO ITS MEMBERSPrimaryExemptPurpose

Program Service Accomplishment ProgramServiceAccomplishment (4 entries)

Description Program Service AccomDescriptionProgramServiceAccomProgram Service ExpensesProgramServiceExpenses
DENTAL INSURANCE WAS PROVIDED TO 195 MEMBERS THROUGH A CONTRACT WITH DELTA DENTAL216218
GROUP LEGAL PLAN WAS PROVIDED TO 195 MEMBERS THROUGH A CONTRACT WITH GROUP LEGAL PLANS12195
LONG TERM DISABILITY WAS PROVIDED TO 195 MEMBERS THROUGH A CONTRACT WITH UNUM37611
SUPPLEMENTAL FLEX PROVIDED FOR 195 MEMBERS THROUGH PREFERRED GROUP63161
FieldValueIRS element (for citing)
Total Program Service Expenses329185TotalProgramServiceExpenses

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (6 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
JENNA SAYERS
PO BOX 171LAKE HUNTINGTONNY12752BOARD CHAIR00
HEIDI RIVERA
247 MILLER ROADCALLICOONNY12723SECTY/PRIVAC0500
AMY LYN FAVRE
174 FAIRWEATHER RDSWAN LAKENY12783TREASURER0500
MARIANNE HEGGE
266 BEAR SWAMP ROADHONESDALEPA18431MEMBER00
MICHELE E BROCKNER
PO BOX 26CALLICOON CENTERNY12724MEMBER00
AMY HELLERER
461 HUST RDJEFFERSONVILLENY12748MEMBER00
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc DocfalseMadeChangesToOrgnzngEtcDoc
Organization Had UBIfalseOrganizationHadUBI
Organization Dissolved EtcfalseOrganizationDissolvedEtc
Did Org File Form1120 POL This YearfalseDidOrgFileForm1120POLThisYear
Made Loans To From OfficersfalseMadeLoansToFromOfficers
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonJENNA SAYERSNamePerson

Address US AddressUS

FieldValueIRS element (for citing)
Address Line16604 STATE ROUTE 52AddressLine1
CityLAKE HUNTINGTONCity
StateNYState
ZIP Code12752ZIPCode
FieldValueIRS element (for citing)
Telephone Number8459328401TelephoneNumber
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccount
Foreign OfficefalseForeignOffice
Maintain Any Donor Advised FundsfalseMaintainAnyDonorAdvisedFunds
Related Org Controlled EntityfalseRelatedOrgControlledEntity

Compensation Explanation CompensationExplanation

Compensation Compensation (6 entries)

JENNA SAYERS
HEIDI RIVERA
AMY LYN FAVRE
MARIANNE HEGGE
MICHELE E BROCKNER
AMY HELLERER