Nonprofit · EIN 11-3211530
PORT WASHINGTON TEACHERS ASSOCIATION BENEFIT VEBA TR
Tax-exempt · LYNBROOK, NY 11563
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,309,871 | $1,208,652 | $101,219 | $1,057,174 | $117,153 | $940,021 |
| June 30, 2024 | 990 | $1,292,452 | $1,243,805 | $48,647 | $1,263,537 | $434,757 | $828,780 |
| June 30, 2023 | 990 | $1,281,392 | $1,397,381 | -$115,989 | $1,045,119 | $268,886 | $776,233 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,279,076
- Investment income
- $30,795
- Net gain from sales of assets
- $1,824
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,111,336
- Compensation of officers, directors and key employees
- $6,000
- Salaries, compensation and benefits (total)
- $6,000
- Professional fundraising fees
- $0
- Legal fees
- $9,500
- Accounting fees
- $7,800
Balance sheet and other
- Total assets, start of year
- $1,263,537
- Total assets, end of year
- $1,057,174
- Total liabilities, end of year
- $117,153
- Net assets, end of year
- $940,021
- Publicly traded securities
- $939,317
- Gross receipts
- $1,543,047
- Employees
- 0
- Year formed
- 1994
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| REGINA MCLEAN | Trustee Trustee or director | 1 | $0 | $23,577 |
| Fred Feldmann | Trustee Trustee or director | 1 | $0 | $990 |
| EMILY BAXTER | Trustee Trustee or director | 1 | $0 | $0 |
| ARTHUR COOKE | Trustee Trustee or director | 5 | $0 | $0 |
| TRACI DREXLER | Trustee Trustee or director | 1 | $0 | $0 |
| SERENA TROIANI | Trustee Trustee or director | 1 | $0 | $0 |
| Lisa Carus | Trustee Trustee or director | 5 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| REGINA MCLEAN | Trustee Trustee or director | 1 | $0 | $23,577 |
| EMILY BAXTER | Trustee Trustee or director | 1 | $0 | $0 |
| ARTHUR COOKE | Trustee Trustee or director | 5 | $0 | $0 |
| TRACI DREXLER | Trustee Trustee or director | 1 | $0 | $0 |
| LAUREN GILIOF | Trustee Trustee or director | 1 | $0 | $0 |
| SERENA TROIANI | Trustee Trustee or director | 1 | $0 | $0 |
| Lisa Carus | Trustee Trustee or director | 5 | $0 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| REGINA MCLEAN | Trustee Trustee or director | 1 | $0 | $24,551 |
| Lisa Carus | Trustee Trustee or director | 1 | $5,000 | $0 |
| EMILY BAXTER | Trustee Trustee or director | 1 | $0 | $0 |
| ARTHUR COOKE | Trustee Trustee or director | 10 | $0 | $0 |
| TRACI DREXLER | Trustee Trustee or director | 1 | $0 | $0 |
| LAUREN GILIOF | Trustee Trustee or director | 1 | $0 | $0 |
| SERENA TROIANI | Trustee Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- C/O ASO 303 MERRICK ROAD SUITE 300, LYNBROOK, NY 11563-0000
- In care of
- % ARTHUR COOKE
- Principal officer (990 for 2024)
- Lisa Carus, C/O ASO 303 MERRICK ROAD SUITE 300, LYNBROOK, NY 11563
- Signed the 990
- Lisa Carus, Trustee
- Phone
- (516) 396-5500
- Return prepared by
- Gould Kobrick & Schlapp PC
Mission
To provide health, vision, legal, and dental insurance for the active, retired, and leave of absence teachers of the Port Washington UFSD.
Program accomplishments
- PROVIDED HEALTH, VISION, LEGAL, AND DENTAL INSURANCE FOR THE ACTIVE, RETIRED, AND LEAVE OF ABSENCE TEACHERS OF THE PORT WASHINGTON UFSD.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 11-3211530
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1996
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,057,174
- Income (IRS master file)
- $1,543,047
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,309,871 | $1,208,652 | $1,057,174 | XML |
| 990 | June 2024 | $1,292,452 | $1,243,805 | $1,263,537 | XML |
| 990 | June 2023 | $1,281,392 | $1,397,381 | $1,045,119 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | $1,125,612 | $1,070,735 | $994,971 | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 11-3211530).
Questions about PORT WASHINGTON TEACHERS ASSOCIATION BENEFIT VEBA TR
- What is the EIN of PORT WASHINGTON TEACHERS ASSOCIATION BENEFIT VEBA TR?
- The employer identification number (EIN) of PORT WASHINGTON TEACHERS ASSOCIATION BENEFIT VEBA TR is 11-3211530.
- Is PORT WASHINGTON TEACHERS ASSOCIATION BENEFIT VEBA TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1996.
- Are donations to PORT WASHINGTON TEACHERS ASSOCIATION BENEFIT VEBA TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PORT WASHINGTON TEACHERS ASSOCIATION BENEFIT VEBA TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PORT WASHINGTON TEACHERS ASSOCIATION BENEFIT VEBA TR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PORT WASHINGTON TEACHERS ASSOCIATION BENEFIT VEBA TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PORT WASHINGTON TEACHERS ASSOCIATION BENEFIT VEBA TR?
- The 990 for the year ended June 30, 2025 names Lisa Carus.
- Who are the officers and directors of PORT WASHINGTON TEACHERS ASSOCIATION BENEFIT VEBA TR?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does PORT WASHINGTON TEACHERS ASSOCIATION BENEFIT VEBA TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,309,871, expenses of $1,208,652 and total assets of $1,057,174 at year end.
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