Nonprofit · EIN 14-1712911
MARLBORO FACULTY ASSOCIATION BENEFIT TRUST
Tax-exempt · MILTON, NY 12547
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $713,382 | $563,528 | $149,854 | $1,719,885 | $0 | $1,719,885 |
| June 30, 2024 | 990 | $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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONNA SCHOONMAKER | SECRETARY Officer | 4 | $7,750 |
| KIMBERLY HOWLETT | TREASURER Officer | 1 | $7,750 |
| MARION LYONS | TRUSTEE Trustee or director | 1 | $0 |
| COLEEN SCHAFER | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIMBERLY HOWLETT | TREASURER Trustee or director | 1 | $7,750 |
| MARION LYONS | TRUSTEE Trustee or director | 1 | $0 |
| COLEEN SCHAFER | TRUSTEE Institutional trustee | 1 | $0 |
| SCOTT DEGEORGE | PRESIDENT, TRUSTEE Officer | 1 | $0 |
| ERIN NAGEL | SECRETARY, TRUSTEE Officer | 6 | $0 |
| BRIAN BECK | TRUSTEE 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.
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 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
- 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
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $713,382 | $563,528 | $1,719,885 | XML |
| 990 | June 2024 | $721,159 | $537,264 | $1,570,031 | IRS |
| 990 | June 2023 | $667,871 | $537,344 | $1,386,136 | IRS |
| 990 | June 2022 | $657,376 | $486,188 | $1,255,609 | 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 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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