JERICHO TEACHERS ASSOCIATION BENEFIT TRUST FUND

Address
CEDAR SWAMP RD
JERICHO, NY 11753
Contact
Phone: +1 (516) 938-2534
Nonprofit
NTEE: B03 - Professional Societies, Associations
EIN: 11-2548596

Mission

PROVIDE SUPPLEMENTAL HEALTH BENEFITS TO ITS MEMBERS
 20172016201520142013
Basic features of the organization
Year of formation1980
Subsection code09
PF filing required0    
Metropolitan statistical area5602
Form of organization
TrustTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$9,478.00$9,355.00$9,355.00$9,181.00$9,009.00
Sum of reportable (W2/1099) compensation$9,478.00$9,355.00$9,355.00$9,181.00$9,009.00
Number of employees00000
Number of people compensated >$100k   00
Number of volunteers   00
Number of highly compensated contractors   0 
Personnel
Bernard, Mady
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personMADY BERNARDMADY BERNARDMADY BERNARDMADY BERNARDMADY BERNARD
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org   0.000.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Burrows, Meryl
TitleTRUSTEETRUSTEETRUSTEETRUSTEE 
Name of key/compensated personMERYL BURROWSMERYL BURROWSMERYL BURROWSMERYL BURROWS 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org   0.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Camilleri, Dawn
TitleTRUSTEETRUSTEE   
Name of key/compensated personDAWN CAMILLERIDAWN CAMILLERI   
Position of compensated person
Current individual trustee or directorTrueTrue   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Cancemi, Angela
TitleTRUSTEETRUSTEETRUSTEE  
Name of key/compensated personANGELA CANCEMIANGELA CANCEMIANGELA CANCEMI  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Ferris, Cathy
TitleTRUSTEETRUSTEETRUSTEE  
Name of key/compensated personCATHY FERRISCATHY FERRISCATHY FERRIS  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Herbert, Dave
TitleCHAIRPERSONCHAIRPERSONCHAIRPERSONCHAIRPERSONCHAIRPERSON
Name of key/compensated personDAVE HERBERTDAVE HERBERTDAVE HERBERTDAVE HERBERTDAVE HERBERT
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org   0.000.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Jacobsen, Suzanne
TitleDIRECTORDIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated personSUZANNE JACOBSENSUZANNE JACOBSENSUZANNE JACOBSENSUZANNE JACOBSENSUZANNE JACOBSEN
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org10.0010.0010.0010.0010.00
Reportable compensation from org$9,478.00$9,355.00$9,355.00$9,181.00$9,009.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Mendonis, Jim
Title   TRUSTEE 
Name of key/compensated person   JIM MENDONIS 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   0.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Murphy, Michelle
Title  TRUSTEE  
Name of key/compensated person  MICHELLE MURPHY  
Position of compensated person
Current individual trustee or director  True  
Reportable compensation from org  $0.00  
Other comp, non-reportable, from org and related orgs  $0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00  
Russo, John
Title   SECRETARYTRUSTEE
Name of key/compensated person   JOHN RUSSOJOHN RUSSO
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   0.000.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Sharma, Suraj
TitleTREASURERTREASURERTREASURERTREASURERTREASURER
Name of key/compensated personSURAJ SHARMASURAJ SHARMASURAJ SHARMASURAJ SHARMASURAJ SHARMA
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org   0.000.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Sherman, Nancy
Title   TRUSTEETRUSTEE
Name of key/compensated person   NANCY SHERMANNANCY SHERMAN
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   0.000.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Weissman, Beth
Title    SECRETARY
Name of key/compensated person    BETH WEISSMAN
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    0.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Purpose: mission, activities, & accomplishments
Mission or significant activitiesTO PROVIDE SUPPLEMENTAL EMPLOYEE BENEFITS TO TEACHERS IN THE JERICHO SCHOOL DISTRICTTO PROVIDE SUPPLEMENTAL EMPLOYEE BENEFITS TO TEACHERS IN THE JERICHO SCHOOL DISTRICTPROVIDE SUPPLEMENTAL HEALTH BENEFITS TO ITS MEMBERSTO PROVIDE SUPPLEMENTAL EMPLOYEE BENEFITS TO TEACHERS IN THE JERICHO SCHOOL DISTRICTTO PROVIDE EMPLOYEE BENEFITS TO TEACHERS IN THE JERICHO SCHOOL DISTRICT
Programs, including revenue & expenses
EXCESS MAJOR MEDICAL - AVAILABLE TO ALL MEMBERS AND THEIR DEPENDENTS
Program descriptionEXCESS MAJOR MEDICAL - AVAILABLE TO ALL MEMBERS AND THEIR DEPENDENTSEXCESS MAJOR MEDICAL - AVAILABLE TO ALL MEMBERS AND THEIR DEPENDENTSEXCESS MAJOR MEDICAL - AVAILABLE TO ALL MEMBERS AND THEIR DEPENDENTSEXCESS MAJOR MEDICAL-AVAILABLE TO ALL MEMBERS AND THEIR DEPENDENTS 
EXCESS MAJOR MEDICAL-AVAILABLE TO ALL MEMBERS AND THEIR IMMEDIATE FAMILIES
Program description    EXCESS MAJOR MEDICAL-AVAILABLE TO ALL MEMBERS AND THEIR IMMEDIATE FAMILIES
OPTICAL PROGRAM - AVAILABLE TO ALL MEMBERS AND THEIR DEPENDENTS DENTAL PROGRAM - AVAILABLE TO ALL MEMBERS AND THEIR DEPENDENTS
Program descriptionOPTICAL PROGRAM - AVAILABLE TO ALL MEMBERS AND THEIR DEPENDENTS DENTAL PROGRAM - AVAILABLE TO ALL MEMBERS AND THEIR DEPENDENTSDENTAL PROGRAM - AVAILABLE TO ALL MEMBERS AND THEIR DEPENDENTSDENTAL PROGRAM - AVAILABLE TO ALL MEMBERS AND THEIR DEPENDENTSDENTAL PROGRAM-AVAILABLE TO ALL MEMBERS AND THEIR DEPENDENTSDENTAL PROGRAM-AVAILABLE TO ALL MEMBERS
OPTICAL PROGRAM-AVAILABLE TO ALL MEMBERS AND THEIR IMMEDIATE FAMILIES
Program description    OPTICAL PROGRAM-AVAILABLE TO ALL MEMBERS AND THEIR IMMEDIATE FAMILIES
SUPPLEMENTAL BENEFIT TRUST REIMBURSEMENT - AVAILABLE TO ALL MEMBERS AND ELIGIBLE ENROLLED FAMILY DEPENDENTS FOR LIFE INSURANCE, LONG-TERM CARE PREMIUMS PAID OUT OF POCKET.
Program descriptionSUPPLEMENTAL BENEFIT TRUST REIMBURSEMENT - AVAILABLE TO ALL MEMBERS AND ELIGIBLE ENROLLED FAMILY DEPENDENTS FOR LIFE INSURANCE, LONG-TERM CARE PREMIUMS PAID OUT OF POCKET.    
Financial data
Revenue
Total revenue$315,504.00$344,751.00$325,736.00$316,612.00$316,602.00
Revenue from contributions (total)  $0.00$0.00 
Investment income, current yr$9,487.00$9,723.00$8,847.00$6,392.00$6,407.00
Total revenue from grants, etc., current yr$0.00$0.00$0.00$0.00$0.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr-$12,919.00$10,147.00-$1,622.00-$859.00-$6,490.00
Net unrelated business taxable revenue   $0.00$0.00
Program service revenue (total)$318,936.00$324,881.00$318,511.00$311,079.00$316,685.00
Gross receipts$315,504.00$344,751.00$325,736.00$316,612.00$316,602.00
Other types of revenue
Miscellaneous revenue (total)-$12,919.00$10,147.00-$1,622.00-$859.00-$6,490.00
Income from dividends, interest, and similar investments$9,487.00$9,723.00$8,847.00$6,392.00$6,407.00
Net rental income  $0.00$0.00 
Expense categories (totals)
Total functional expenses: sum of all$297,016.00$258,792.00$270,263.00$256,225.00$278,937.00
Total functional expenses: program service $0.00$0.00$0.00  
Total functional expenses: management and general$0.00$0.00$0.00  
Total functional expenses: fundraising$0.00$0.00$0.00  
Fees for services
Legal fees (total)$7,500.00$7,500.00$7,500.00$7,500.00$7,500.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
Investment management fees (total)$4,500.00$4,469.00$4,280.00$2,817.00$2,906.00
Assets and liabilities
Total assets$825,367.00$729,257.00$642,469.00$575,835.00$523,944.00
Total assets, beginning of year$729,257.00$642,469.00$575,835.00$523,944.00$484,356.00
Total liabilities$105,755.00$28,133.00$27,304.00$16,143.00$24,811.00
Total liabilities, beginning of year$28,133.00$27,304.00$16,143.00$24,811.00$23,511.00
Net assets$719,612.00$701,124.00$615,165.00$559,692.00$499,133.00
Net assets, beginning of year$701,124.00$615,165.00$559,692.00$499,133.00$460,845.00
Other liabilities$88,695.00$12,026.00$10,903.00$8,611.00$15,486.00
Other assets$15,692.00$19,645.00$12,969.00$8,466.00$17,992.00
Investments: publicly traded securities$499,143.00$600,497.00$616,700.00$352,298.00$311,565.00
Cash: non-interest bearing$310,532.00$109,115.00$12,800.00$215,071.00$194,387.00
Cash: non-interest bearing, beginning of year$109,115.00$12,800.00$215,071.00$194,387.00$7,385.00
Other financial variables
Revenue less expenses$18,488.00$85,959.00$55,473.00$60,387.00$37,665.00
Accounts payable & accrued expenses$17,060.00$16,107.00$16,401.00$7,532.00$9,325.00
Total net assets or fund balances$719,612.00$701,124.00$615,165.00$559,692.00$499,133.00
Governance and accountability
Number of voting members77778
Number of independent voting members77778
Financial sheets auditedTrueTrueTrueTrueTrue
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-07-012015-07-012014-07-012013-07-012012-07-01
Tax year end date2017-06-012016-06-012015-06-012014-06-012013-06-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2018-03-142017-07-132016-02-242014-12-292014-03-19
IRS schema version2016v3.12015v3.02014v5.02013v3.02012v2.1
Filing identifier201820449349300632201700219349300700201513499349301001201403579349300315201420209349300602
Use these data in your project Benchmark this organization against its peers