Nonprofit · EIN 14-1814869
MONTICELLO TEACHERS ASSOCIATION BENEFIT TRUST FUND
Tax-exempt · MONTICELLO, NY 12701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $765,478 | $670,439 | $95,039 | $1,140,365 | $0 | $1,140,365 |
| May 31, 2024 | 990 | $770,394 | $706,200 | $64,194 | $1,045,326 | $0 | $1,045,326 |
| May 31, 2023 | 990 (amended) | $750,527 | $674,576 | $75,951 | $976,010 | $0 | $976,010 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $739,328
- Investment income
- $26,150
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $603,955
- Compensation of officers, directors and key employees
- $9,850
- Salaries, compensation and benefits (total)
- $9,850
- Professional fundraising fees
- $0
- Legal fees
- $7,998
- Accounting fees
- $685
Balance sheet and other
- Total assets, start of year
- $1,045,326
- Total assets, end of year
- $1,140,365
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,140,365
- Net assets without donor restrictions
- $1,140,365
- Gross receipts
- $765,478
- Employees
- 0
- Volunteers
- 5
- Year formed
- 2018
- 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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROSE JOYCE-TURNER | CHAIRPERSON Institutional trustee | 1 | $4,175 |
| YESENIA KREEGER | FACILITATOR Institutional trustee | 1 | $4,175 |
| TYLER LAUFERWEILER | TRESURER Trustee or director | 1 | $1,500 |
| CYNTHIS GRANT | TRUSTEE Trustee or director | 1 | $0 |
| CAROYLN STRAHAN | SECRETARY Institutional trustee | 1 | $0 |
990 for the year ended May 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROSE JOYCE-TURNER | CHAIRPERSON Institutional trustee | 1 | $3,500 |
| YESENIA KREEGER | FACILITATOR Institutional trustee | 1 | $3,500 |
| TYLER LAUFERWEILER | TRESURER Trustee or director | 1 | $0 |
| CYNTHIS GRANT | TRUSTEE Trustee or director | 1 | $0 |
| CAROYLN STRAHAN | SECRETARY Institutional trustee | 1 | $0 |
990 for the year ended May 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROSE JOYCE-TURNER | CHAIRPERSON Institutional trustee | 1 | $7,000 |
| YESENIA KREEGER | FACILITATOR Institutional trustee | 1 | $5,250 |
| GARY SULLIVAN | TRUSTEE Trustee or director | 1 | $750 |
| CYNTHIA SHAOPE | TRUSTEE Trustee or director | 1 | $500 |
| LISA MARANZANA | SECRETARY Institutional trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 39 BREAKEY AVE, MONTICELLO, NY 12701-2530
- Principal officer (990 for 2024)
- ROSE JOYCE-TURNER, 39 BREAKEY AVe, MONTICELLO, NY 12701
- Signed the 990
- ROSE JOYCE-TURNER, CHAIRPERSON
- Phone
- (845) 807-1784
- Return prepared by
- Pine Bush Accounting
Mission
PROVIDE BENEFITS TO ITS MEMBERS
Program accomplishments
- DENTAL INSURANCE WAS PROVIDED TO 403 MEMBERS TRHOUGH A CONTRACT WITH EMPIRE DENTAL.
- VISION INSURANCE WAS PROVIDED TO 353 MEMBERS THROUGH A CONTRACT WITH SHELTERPOINT VISION.
- GROUP LEGAL WAS PROVIDED TO 287 MEMBERS THROUGH A CONTRACT WITH NYSUT LEGAL PLAN
- LIFE INSURANCE WAS PROVIDED TO 261 MEMBERS THROUGH A CONTRACT WITH ANTHEM LIFE.
- IDENTITY THEFT PROTECTION WAS PROVIDED TO 299 MEMBERS THROUGH A CONTRACT WITH IDWATCHDOG
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 14-1814869
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2019
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y33)
- Assets (IRS master file)
- $1,140,365
- Income (IRS master file)
- $765,478
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $765,478 | $670,439 | $1,140,365 | XML |
| 990 | May 2024 | $770,394 | $706,200 | $1,045,326 | XML |
| 990 | May 2023 | $750,527 | $674,576 | $976,010 | XML |
| 990 | May 2022 | – | – | – | IRS |
| 990 | May 2021 | – | – | – | 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 14-1814869).
Questions about MONTICELLO TEACHERS ASSOCIATION BENEFIT TRUST FUND
- What is the EIN of MONTICELLO TEACHERS ASSOCIATION BENEFIT TRUST FUND?
- The employer identification number (EIN) of MONTICELLO TEACHERS ASSOCIATION BENEFIT TRUST FUND is 14-1814869.
- Is MONTICELLO TEACHERS ASSOCIATION BENEFIT TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2019.
- Are donations to MONTICELLO TEACHERS ASSOCIATION BENEFIT TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MONTICELLO TEACHERS ASSOCIATION BENEFIT TRUST 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 MONTICELLO TEACHERS ASSOCIATION BENEFIT TRUST FUND due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTICELLO TEACHERS ASSOCIATION BENEFIT TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of MONTICELLO TEACHERS ASSOCIATION BENEFIT TRUST FUND?
- The 990 for the year ended May 31, 2025 names ROSE JOYCE-TURNER.
- Who are the officers and directors of MONTICELLO TEACHERS ASSOCIATION BENEFIT TRUST FUND?
- The 990 for the year ended May 31, 2025 lists 5 people; 3 received compensation from the organization, the highest $4,175 (ROSE JOYCE-TURNER, CHAIRPERSON).
- How much revenue does MONTICELLO TEACHERS ASSOCIATION BENEFIT TRUST FUND have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $765,478, expenses of $670,439 and total assets of $1,140,365 at year end.
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