Nonprofit · EIN 13-7110762
WHITE PLAINS TEACHERS ASSOCIATION BENEFIT TR FUND
Also known as WELFARE TRUST FUND
Tax-exempt · WHITE PLAINS, NY 10605
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,525,424 | $1,293,997 | $231,427 | $1,389,978 | $178,749 | $1,211,229 |
| June 30, 2024 | 990 | $1,574,432 | $1,401,300 | $173,132 | $1,159,726 | $175,913 | $983,813 |
| June 30, 2023 | 990 | $1,529,322 | $1,414,968 | $114,354 | $908,921 | $113,842 | $795,079 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,506,138
- Investment income
- $19,286
- Net gain from sales of assets
- $6,414
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,152,742
- Compensation of officers, directors and key employees
- $7,869
- Salaries, compensation and benefits (total)
- $7,869
- Professional fundraising fees
- $0
- Legal fees
- $5,000
- Accounting fees
- $16,791
Balance sheet and other
- Total assets, start of year
- $1,159,726
- Total assets, end of year
- $1,389,978
- Total liabilities, end of year
- $178,749
- Net assets, end of year
- $1,211,229
- Publicly traded securities
- $497,963
- Net assets without donor restrictions
- $1,211,229
- Gross receipts
- $1,695,932
- Employees
- 0
- Volunteers
- 5
- Year formed
- 1999
- 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 |
|---|---|---|---|
| JENNIFER SMITH | TREASURER Trustee or director, Officer | 5 | $7,869 |
| KARA MCCORMICK-LYONS | CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| SHELLY ADLMAN | TRUSTEE Trustee or director | 1 | $0 |
| LEANDRO FRANCISCO | TRUSTEE Trustee or director | 1 | $0 |
| EMILY CONRAD | TRUSTEE Trustee or director | 1 | $0 |
| JEFF HIRSCH | TERM END DECEMBER 2024 Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER SMITH | TREASURER Trustee or director, Officer | 5 | $7,714 |
| KARA MCCORMICK-LYONS | CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| SHELLY ADLMAN | TRUSTEE Trustee or director | 1 | $0 |
| LEANDRO FRANCISCO | TRUSTEE Trustee or director | 1 | $0 |
| JEFF HIRSCH | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER SMITH | TREASURER Trustee or director, Officer | 5 | $7,563 |
| KARA MCCORMICK-LYONS | CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| SHELLY ADLMAN | TRUSTEE Trustee or director | 1 | $0 |
| LEANDRO FRANCISCO | TRUSTEE Trustee or director | 1 | $0 |
| JEFF HIRSCH | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 500 NORTH ST, WHITE PLAINS, NY 10605-3004
- Principal officer (990 for 2024)
- JENNIFER SMITH, 500 NORTH STREET, WHITE PLAINS, NY 10605
- Signed the 990
- JENNIFER SMITH, TREASURER
- Phone
- (941) 761-5187
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
Mission
TO ADMINISTER BENEFITS TO EMPLOYEES AND THEIR DEPENDENTS.
Program accomplishments
- THE TRUST IS ESTABLISHED TO ADMINISTER DENTAL, VISION, AND OTHER INSURANCE BENEFITS TO THE MEMBERS INCLUDED IN THE COLLECTIVE BARGAINING AGREEMENT WITH THE CITY OF WHITE PLAINS SCHOOL DISTRICT.
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
- 13-7110762
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1999
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $1,389,978
- Income (IRS master file)
- $1,695,932
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,525,424 | $1,293,997 | $1,389,978 | IRS |
| 990 | June 2024 | $1,574,432 | $1,401,300 | $1,159,726 | IRS |
| 990 | June 2023 | $1,529,322 | $1,414,968 | $908,921 | XML |
| 990 | June 2022 | $1,415,888 | $1,485,312 | $780,961 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 13-7110762).
Questions about WHITE PLAINS TEACHERS ASSOCIATION BENEFIT TR FUND
- What is the EIN of WHITE PLAINS TEACHERS ASSOCIATION BENEFIT TR FUND?
- The employer identification number (EIN) of WHITE PLAINS TEACHERS ASSOCIATION BENEFIT TR FUND is 13-7110762.
- Is WHITE PLAINS TEACHERS ASSOCIATION BENEFIT TR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1999.
- Are donations to WHITE PLAINS TEACHERS ASSOCIATION BENEFIT TR FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WHITE PLAINS TEACHERS ASSOCIATION BENEFIT TR FUND 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 WHITE PLAINS TEACHERS ASSOCIATION BENEFIT TR FUND 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 WHITE PLAINS TEACHERS ASSOCIATION BENEFIT TR FUND 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 WHITE PLAINS TEACHERS ASSOCIATION BENEFIT TR FUND?
- The 990 for the year ended June 30, 2025 names JENNIFER SMITH.
- Who are the officers and directors of WHITE PLAINS TEACHERS ASSOCIATION BENEFIT TR FUND?
- The 990 for the year ended June 30, 2025 lists 6 people; 1 received compensation from the organization, the highest $7,869 (JENNIFER SMITH, TREASURER).
- How much revenue does WHITE PLAINS TEACHERS ASSOCIATION BENEFIT TR FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,525,424, expenses of $1,293,997 and total assets of $1,389,978 at year end.
Other nonprofits in WHITE PLAINS
- MASSACHUSETTS STATE HEALTH CARE PROFESSIONALS DENTAL FUND EIN 04-2946668 · last filed 990 for 2025
- AMALGAMATED LIFE EMPLOYEE BENEFIT FUND-COLLECTIVELY BARGAINED UNIT EIN 13-7214520 · last filed 990 for 2024
- DISTRICT 6 HEALTH PLAN EIN 13-3449870 · last filed 990 for 2025
- LAUNDRY DRY CLEANING WORKERS & ALLD INDUS EDUC & LEGAL FUND WRKRS UNTD EIN 20-1072118 · last filed 990 for 2024
- ROYAL ORDER OF JESTERS NEW YORK EIN 13-6144844 · last filed 990 for 2025
- NEW YORK SCHOOL FOR THE DEAF FOUNDATION INC EIN 46-3182459 · last filed 990 for 2025
- SOCIETY OF IRISH AMERICAN LAWYERS EIN 83-3920809 · last filed 990-N for 2025
- WESTCHESTER OPHTHALMOLOGIC SOCIETY EIN 46-3197114 · last filed 990-N for 2025
All nonprofits in WHITE PLAINS · New York · Mutual and membership benefit