2024-05-14T07:47:12-05:00 2023-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 32 FOSTERTOWN ROAD NEWBURGH NY 12550 990 2022-07-01 066260375 CROTON TEACHERS ASSOC BENEFIT TRUST FUND CROT 8455263240 20 STEPHEN SMITH DRIVE PUTNAM VALLEY NY 10579 LEW STRUMPF CHAIRPERSON 8455263240 2024-05-11 1 LEW STRUMPF 999009999 1 TRACY L BADGLEY P00152200 8455655400 2024-05-11 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z LEW STRUMPF 20 STEPHEN SMITH DRIVE PUTNAM VALLEY NY 10579 483458 0 X WWW.CTABTF.ORG X 1984 NY TO PROVIDE BENEFITS & INSURANCE TO MEMBERS 5 0 0 5 0 0 0 0 463174 483433 0 0 0 25 463174 483458 0 0 367992 386257 5813 5872 0 0 0 26999 38524 400804 430653 62370 52805 608657 605756 301623 245917 307034 359839 TO PROVIDE ADDITIONAL HEALTH AND WELFARE BENEFITS TO PARTICIPANTS. 0 0 430653 PROVIDE VISION AND DENTAL BENEFITS, CATASTROPHIC MEDICAL, LIFE AND LONG-TERM CARE INSURANCE. 430653 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 1 0 0 1 X 107 0 0 0 0 0 0 0 0 0 0 X 5 0 0 0 0 0 0 1 1 1 1 0 0 1 0 0 0 0 0 0 X 90 DEGREE BENEFITS 2036470633 291 S LAMBERT ROAD SUITE 4 ORANGE CT 06477 LEWIS STRUMPF CHAIRMAN 10.00 X X 2930 0 0 LISA SABLE DWYER TREASURER 10.00 X X 1175 0 0 RENOIR MCMANUS RECORDING SECRETARY 10.00 X X 589 0 0 RAYMOND FERRARA ARCHIVIST 10.00 X X 589 0 0 JOCELYN FONTANA CORRESPONDING SECRETARY 10.00 X X 589 0 0 5872 0 0 0 0 0 0 0 SCHOOL BOARD CONTRIBUT 900099 255262 255262 RETIREES CONTRIBUTIONS 900099 183187 183187 MEMBER CONTRIBUTIONS 900099 43968 43968 COBRA CONTRIBUTIONS 900099 1016 1016 483433 MISC INCOME 900099 25 25 25 483458 483458 0 0 386257 5872 4500 13000 20424 MISCELLANEOUS 600 430653 607810 605033 251 847 472 608657 605756 8550 13300 256497 206104 36576 26513 301623 245917 X 307034 359839 307034 359839 608657 605756 52805 0 X X 0 1 X 1 0 0 BENEFITS CLAIMS PAYABLE 26513 26513 X 483458 0 483458 0 483458 430653 0 430653 0 430653 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 TAXING JURISDICTIONS FOR TAX YEARS PRIOR TO JUNE 30, 2019. FORM 900, PART V, LINE 1A THE ORGANIZATION'S THIRD PARTY ADMINISTRATOR, 90 DEGREE BENEFITS, ID # 06-0892635, FILES FORMS 1096 AND 1099 ON BEHALF OF THE ORGANIZATION. THEREFORE, CROTON TEACHERS ASSOCIATION WELFARE TRUST FUND DID NOT INDIVIDUALLY FILE FORMS 1096 AND 1099. 90 DEGREE BENEFITS FILED FORM 1099 FOR APPROXIMATELY 107 PROVIDERS (AND TWO OFFICERS) ON THE ORGANIZATION'S BEHALF. FORM 990, PART VI, SECTION A, LINE 7A TRUSTEES ARE COMPOSED OF 5 PERSONS THAT ARE DESIGNATED PURSUANT TO PROCEDURES SET FORTH IN THE CROTON TEACHERS' ASSOCIATION BY-LAWS. SUCCESSOR TRUSTEES ARE APPOINTED BY THE PROCEDURES SET FORTH IN THE CROTON TEACHERS' ASSOCIATION BY-LAWS. FORM 990, PART VI, SECTION A, LINE 7B TRUSTEES ARE APPOINTED BY THE CROTON TEACHERS' ASSOCIATION. TRUSTEES MAY ALSO BE REMOVED FROM OFFICE PURSUANT TO THE BYLAWS OF THE ASSOCIATION. THE TRUST AGREEMENT MAY BE AMENDED FROM TIME TO TIME BY A MAJORITY VOTE OF THE TRUSTEES WITH THE CONSENT OF THE EXECUTIVE BOARD OF THE CROTON TEACHERS' ASSOCIATION. THE DECLARATION OF TRUST MAY BE TERMINATED BY AN INSTRUMENT IN WRITING EXECUTED BY THE TRUSTEES AND DONE AT THE DIRECTION OF THE CROTON TEACHERS' ASSOCIATION. 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 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND SIMILAR WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, FORM 990 AND BYLAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT THE ORGANIZATION'S ADDRESS. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR BOARD OF EDUCATION OF THE CROTON-HARMON UNION FREE SCHOOL DISTRICT 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1