2024-07-11T11:45:09-05:00 2023-08-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 32 FOSTERTOWN ROAD NEWBURGH NY 12550 990 2022-09-01 132987527 BLIND BROOK-RYE FEDERATION OF TEACHERS WELFARE FUND BLIN 9149373600 840 KING STREET RYEBROOK NY 10573 DONALD WHITMAN CHAIR 9149373600 2024-07-10 1 DONALD WHITMAN 999009999 0 TRACY L BADGLEY P00152200 8455655400 2024-07-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DONALD WHITMAN 840 KING STREET RYEBROOK NY 10573 420700 0 X N/A X 1991 NY TO PROVIDE WELFARE BENEFITS FOR MEMBERS AND THEIR FAMILIES. 5 5 0 5 0 0 0 0 442500 420700 0 0 0 0 442500 420700 0 0 327500 386945 0 0 0 0 0 23175 47559 350675 434504 91825 -13804 389727 451755 50775 82222 338952 369533 TO PROVIDE WELFARE BENEFITS FOR MEMBERS AND THEIR FAMILIES. 0 0 434504 420700 WELFARE BENEFITS FOR MEMBERS. 434504 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 X 107 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 0 1 0 0 0 1 0 0 0 0 0 0 X 90 DEGREE BENEFITS 2036470633 291 S LAMBERT ROAD SUITE 4 ORANGE CT 06477 MARTHA ROSEN TRUSTEE 10.00 X 250 0 0 NICHOLAS BIANCULLI UNION PRESIDENT 10.00 X 250 0 0 DON WHITMAN CHAIR 10.00 X 1000 0 0 CHER TREACY TRUSTEE 10.00 X 250 0 0 CHRISTINE BLYLER-SABATELLA TRUSTEE 10.00 X 250 0 0 2000 0 0 0 0 0 0 0 FUND CONTRIBUTIONS 900099 420700 420700 420700 420700 420700 0 0 386945 3750 15000 ADMINISTRATIVE FEES 20759 STIPENDS 7000 FIDUCIARY INSURANCE 1050 434504 381727 378320 51135 8000 22300 389727 451755 0 15000 50775 67222 50775 82222 X 338952 369533 338952 369533 389727 451755 X -13804 44385 0 X 0 0 0 0 CLAIMS PAYABLE 67222 67222 X PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE JURISDICTIONS FOR TAX YEARS PRIOR TO 2018. FORM 990, PART V, LINE 1A AS OF DECEMBER 1, 2020, THE ORGANIZATION'S THIRD PARTY ADMINISTRATOR, 90 DEGREE BENEFITS, ID # 06-0892635, FILES FORMS 1096 AND 1099 ON BEHALF OF THE ORGANIZATION. THEREFORE, BLIND BROOK-RYE FEDERATION OF TEACHERS WELFARE FUND DID NOT INDIVIDUALLY FILE FORMS 1096 AND 1099. 90 DEGREE BENEFITS FILED FORM 1099 FOR APPROXIMATELY 107 PROVIDERS ON THE ORGANIZATION'S BEHALF. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS PARTICIPANTS AND A BOARD OF TRUSTEES FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES IS ELECTED TO GOVERN THE ORGANIZATION AND THE ORGANIZATION HAS TWO MANAGERS. FORM 990, PART VI, SECTION A, LINE 8B ALL MEETINGS HELD ARE DOCUMENTED WITH MINUTES. FORM 990, PART VI, SECTION B, LINE 11B WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT, AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, A COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO SUBMISSION. ALL QUESTIONS AND COMMENTS ARE ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS, ARTICLES OF INCORPORATION AND BY-LAWS ARE AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART XI, LINE 8 DURING THE YEAR ENDED AUGUST 31, 2023, IT WAS DISCOVERED THAT THE CASH BALANCE (CERTIFICATE OF DEPOSIT) AT AUGUST 31, 2022 WAS UNDERSTATED BY $51,111 PLUS ACCRUED INTEREST OF $24 (TOTALING $51,135). IT WAS ALSO DISCOVERED THAT ACCOUNTS PAYABLE WERE UNDERSTATED, AS OF 8/31/22, IN THE AMOUNT OF $6,750. THIS RESULTED IN A NET PRIOR PERIOD ADJUSTMENT OF $44,385 TO THE 8/31/22 NET ASSETS AVAILABLE FOR BENEFITS. BLIND BROOK-RYE UNION FREE SCHOOL DISTRICT EDUCATION NY GOV N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1