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Nonprofit · EIN 14-1712911

MARLBORO FACULTY ASSOCIATION BENEFIT TRUST

Tax-exempt · MILTON, NY 12547

Financials

$721K$537K2023$713K$564K2024
Revenue Expenses · by fiscal year end
Financials of MARLBORO FACULTY ASSOCIATION BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$713,382$563,528$149,854$1,719,885$0$1,719,885
June 30, 2024990$721,159$537,264$183,895$1,570,031$0$1,570,031
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$681,377
Investment income
$32,005
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$500,217
Compensation of officers, directors and key employees
$21,700
Salaries, compensation and benefits (total)
$21,700
Professional fundraising fees
$0
Legal fees
$13,430
Accounting fees
$2,305
Program services (functional)
$563,528

Balance sheet and other

Total assets, start of year
$1,570,031
Total assets, end of year
$1,719,885
Total liabilities, end of year
$0
Net assets, end of year
$1,719,885
Land, buildings and equipment
$2,346
Gross receipts
$713,382
Employees
0
Year formed
1988
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
DONNA SCHOONMAKERSECRETARY
Officer
4$7,750
KIMBERLY HOWLETTTREASURER
Officer
1$7,750
MARION LYONSTRUSTEE
Trustee or director
1$0
COLEEN SCHAFERTRUSTEE
Trustee or director
1$0
990 for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensation
KIMBERLY HOWLETTTREASURER
Trustee or director
1$7,750
MARION LYONSTRUSTEE
Trustee or director
1$0
COLEEN SCHAFERTRUSTEE
Institutional trustee
1$0
SCOTT DEGEORGEPRESIDENT, TRUSTEE
Officer
1$0
ERIN NAGELSECRETARY, TRUSTEE
Officer
6$0
BRIAN BECKTRUSTEE
Officer
4$0

Address and contacts

Address (IRS master file)
PO BOX 23, MILTON, NY 12547-0023
Principal officer (990 for 2024)
KIMBERLY HOWLETT, 50 CROSS ROAD, MARLBORO, NY 12542
Signed the 990
KIMBERLY HOWLETT, TREASURER
Return prepared by
FINO & ASSOCIATES

Mission

TO PROVIDE DENTAL, LEGAL, AND OPTICAL BENEFITS FOR THE EMPLOYEES OF THE MARLBORO SCHOOL DISTRICT.

990 for the year ended June 30, 2025

Program accomplishments

  • TO PROVIDE DENTAL, LEGAL, AND OPTICAL BENEFITS FOR EMPLOYEES AND RETIRED EMPLOYEES OF THE MARLBORO SCHOOL DISTRICT. THE PLAN ALSO EXTENDS TEMPORARY COVERAGE UNDER COBRA PLANS.
    Expenses $563,528 · revenue $713,382

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
14-1712911
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1990
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,719,885
Income (IRS master file)
$713,382

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$713,382$563,528$1,719,885XML
990June 2024$721,159$537,264$1,570,031IRS
990June 2023$667,871$537,344$1,386,136IRS
990June 2022$657,376$486,188$1,255,609IRS
990June 2021–––IRS
990June 2020–––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 14-1712911).

Questions about MARLBORO FACULTY ASSOCIATION BENEFIT TRUST

What is the EIN of MARLBORO FACULTY ASSOCIATION BENEFIT TRUST?
The employer identification number (EIN) of MARLBORO FACULTY ASSOCIATION BENEFIT TRUST is 14-1712911.
Is MARLBORO FACULTY ASSOCIATION BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1990.
Are donations to MARLBORO FACULTY ASSOCIATION BENEFIT TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does MARLBORO FACULTY ASSOCIATION BENEFIT TRUST 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 MARLBORO FACULTY ASSOCIATION BENEFIT TRUST 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 MARLBORO FACULTY ASSOCIATION BENEFIT TRUST 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 MARLBORO FACULTY ASSOCIATION BENEFIT TRUST?
The 990 for the year ended June 30, 2025 names KIMBERLY HOWLETT.
Who are the officers and directors of MARLBORO FACULTY ASSOCIATION BENEFIT TRUST?
The 990 for the year ended June 30, 2025 lists 4 people; 2 received compensation from the organization, the highest $7,750 (DONNA SCHOONMAKER, SECRETARY).
How much revenue does MARLBORO FACULTY ASSOCIATION BENEFIT TRUST have?
On its 990 for the year ended June 30, 2025 it reported revenue of $713,382, expenses of $563,528 and total assets of $1,719,885 at year end.

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