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Nonprofit · EIN 11-6430170

ROSLYN TEACHERS ASSOCIATION BENEFIT FUND TR

Also known as KARP RICHARD TTEE

Tax-exempt · ROSLYN HTS, NY 11577

Financials

$919K$875K2022$961K$956K2023$1M$931K2024
Revenue Expenses · by fiscal year end
Financials of ROSLYN TEACHERS ASSOCIATION BENEFIT FUND TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990 (amended)$1,023,559$931,208$92,351$1,773,725$40,154$1,733,571
June 30, 2024990$960,713$955,771$4,942$1,631,219$15,650$1,615,569
June 30, 2023990 (amended)$919,410$874,671$44,739$1,575,799$14,000$1,561,799
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$925,210
Investment income
$98,349
Net gain from sales of assets
$29,949
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$828,169
Other salaries and wages
$40,671
Salaries, compensation and benefits (total)
$44,709
Professional fundraising fees
$0
Legal fees
$10,000
Accounting fees
$23,050

Balance sheet and other

Total assets, start of year
$1,631,219
Total assets, end of year
$1,773,725
Total liabilities, end of year
$40,154
Net assets, end of year
$1,733,571
Publicly traded securities
$1,337,423
Gross receipts
$2,095,902
Employees
3
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.

NameTitleHours / weekCompensation
ELEANOR RUSSELLCHAIRPERSON
Trustee or director
10$19,927
AMY BRAUNSTEINTREASURER
Trustee or director
–$15,324
THOMAS KAUFMANTRUSTEE
Trustee or director
–$0
SUZANNE PENKOVSKYTRUSTEE
Trustee or director
–$0
WENDY SVITEKTRUSTEE
Trustee or director
5$0
990 for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensation
ELEANOR RUSSELLCHAIRPERSON
Trustee or director
15$23,238
AMY BRAUNSTEINTREASURER
Trustee or director
15$22,177
THOMAS KAUFMANTRUSTEE
Trustee or director
–$0
SUZANNE PENKOVSKYTRUSTEE
Trustee or director
–$0
WENDY SVITEKTRUSTEE
Trustee or director
–$0
990 for the year ended June 30, 2023: 5 people
NameTitleHours / weekCompensation
ELEANOR RUSSELLCHAIRPERSON
Trustee or director
15$20,061
AMY BRAUNSTEINTREASURER
Trustee or director
–$18,625
THOMAS KAUFMANTRUSTEE
Trustee or director
–$0
SUZANNE PENKOVSKYTRUSTEE
Trustee or director
–$0
WENDY SVITEKTRUSTEE
Trustee or director
–$0

Address and contacts

Address (IRS master file)
34 BELMONT DR W, ROSLYN HTS, NY 11577-2720
Principal officer (990 for 2024)
WENDY SVITEK, 78 DOVECOTE LANE, COMMACK, NY 11725
Signed the 990
WENDY SVITEK, TRUSTEE
Phone
(917) 617-7514
Website
RTABF.ORG
Return prepared by
BERMAN SOSMAN & ROSENZWEIG CPAS PLLC

Mission

THE PLAN IS A SUPPLEMENTAL BENEFIT PLAN COVERING PERSONS EMPLOYED BY THE ROSLYN UNION FREE SCHOOL DISTRICT (THE SCHOOL DISTRICT), AT A STATUS OF 50% OR MORE, ON WHOSE BEHALF CONTRIBUTIONS ARE MADE TO THE PLAN, OFFICERS AND EMPLOYEES OF THE ROSLYN TEACHERS ASSOCIATION (THE UNION), EMPLOYEES OF THE PLAN, AND CERTAIN OTHER PERSONS.

990 for the year ended June 30, 2025

Program accomplishments

  • THE ROSLYN TEACHERS ASSOCIATION BENEFIT FUND PROVIDED SUPPLEMENTAL BENEFITS TO APPROXIMATELY 300 FULL TIME MEMBERS OF THE ROSLYN TEACHERS ASSOCIATION, AND THEIR COVERED DEPENDENTS.
  • THE ROSLYN TEACHERS ASSOCIATION BENEFIT FUND PROVIDED SUPPLEMENTAL BENEFITS TO APPROXIMATELY 300 FULL TIME MEMBERS OF THE ROSLYN TEACHERS ASSOCIATION, AND THEIR COVERED DEPENDENTS.

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
11-6430170
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1995
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,773,725
Income (IRS master file)
$2,095,902

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,023,559$931,208$1,773,725IRS
990June 2024$960,713$955,771$1,631,219IRS
990June 2023$919,410$874,671$1,575,799XML
990June 2022$913,775$872,620$1,507,405IRS
990June 2021–––IRS
990June 2019–––IRS
990June 2018–––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 11-6430170).

Questions about ROSLYN TEACHERS ASSOCIATION BENEFIT FUND TR

What is the EIN of ROSLYN TEACHERS ASSOCIATION BENEFIT FUND TR?
The employer identification number (EIN) of ROSLYN TEACHERS ASSOCIATION BENEFIT FUND TR is 11-6430170.
Is ROSLYN TEACHERS ASSOCIATION BENEFIT FUND TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1995.
Are donations to ROSLYN TEACHERS ASSOCIATION BENEFIT FUND TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ROSLYN TEACHERS ASSOCIATION BENEFIT FUND 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 ROSLYN TEACHERS ASSOCIATION BENEFIT FUND 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 ROSLYN TEACHERS ASSOCIATION BENEFIT FUND 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 ROSLYN TEACHERS ASSOCIATION BENEFIT FUND TR?
The 990 for the year ended June 30, 2025 names WENDY SVITEK.
Who are the officers and directors of ROSLYN TEACHERS ASSOCIATION BENEFIT FUND TR?
The 990 for the year ended June 30, 2025 lists 5 people; 2 received compensation from the organization, the highest $19,927 (ELEANOR RUSSELL, CHAIRPERSON).
How much revenue does ROSLYN TEACHERS ASSOCIATION BENEFIT FUND TR have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,023,559, expenses of $931,208 and total assets of $1,773,725 at year end.

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