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Nonprofit · EIN 14-6147066

DOVER WINGDALE TEACHERS ASSOCIATION WELFARE TR FUND

Also known as HERZOG ROBERT M TTEE

Tax-exempt · DOVER PLAINS, NY 12522

Financials

$290K$236K2022$278K$252K2023$342K$230K2024
Revenue Expenses · by fiscal year end
Financials of DOVER WINGDALE TEACHERS ASSOCIATION WELFARE TR FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$341,722$230,057$111,665$335,731$10,820$324,911
June 30, 2024990$277,670$252,397$25,273$229,436$16,190$213,246
June 30, 2023990$289,769$236,007$53,762$190,580$2,607$187,973
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$340,470
Investment income
$1,252
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$221,255
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,300
Program services (functional)
$227,856
Management and general (functional)
$2,201

Balance sheet and other

Total assets, start of year
$229,436
Total assets, end of year
$335,731
Total liabilities, end of year
$10,820
Net assets, end of year
$324,911
Net assets without donor restrictions
$324,911
Gross receipts
$341,722
Employees
0
Year formed
1990
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
THERESA IANNUCCHICHAIRPERSONP
Officer
2$0
PATRICK STEVENSUNION PRESID
Officer
1$0
SUMMAR RAZVITREASURER
Officer
2$0
JANINE LOOSSECRETARY
Officer
1$0
ALLISON FITCHTRUSTEE
Trustee or director
1$0
ALEXANDRA FISCHERTRUSTEE
Trustee or director
1$0
990 for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensation
THERESA IANNUCCHICHAIRPERSONP
Officer
2$0
PATRICK STEVENSUNION PRESID
Officer
1$0
SUMMAR RAZVITREASURER
Officer
2$0
JANINE LOOSSECRETARY
Officer
1$0
ALLISON FITCHTRUSTEE
Trustee or director
1$0
ALEXANDRA FISCHERTRUSTEE
Trustee or director
1$0
990 for the year ended June 30, 2023: 6 people
NameTitleHours / weekCompensation
THERESA IANNUCCHICHAIRPERSONP
Officer
2$0
PATRICK STEVENSUNION PRESID
Officer
1$0
SUMMAR RAZVITREASURER
Officer
2$0
JANINE LOOSSECRETARY
Officer
1$0
ALLISON FITCHTRUSTEE
Trustee or director
1$0
ALEXANDRA FISCHERTRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
9 SCHOOL ST, DOVER PLAINS, NY 12522-5300
In care of
% THERESA IANNUCCI
Principal officer (990 for 2024)
SUMMAR RAZVI, 9 SCHOOL STREET, DOVER, NY 12522
Signed the 990
SUMMAR RAZVI, TREASURER
Phone
(845) 877-5730
Return prepared by
CINDY M SMITH CPA PC

Mission

BENEFICIAL TRUST ESTABLISHED TO PROVIDE FOR THE PAYMENT OF VISION, DENTAL, AND LEGAL ASSISTANCE TO EMPLOYEES OF THE DOVER UNION FREE SCHOOL DISTRICT.

990 for the year ended June 30, 2025

Program accomplishments

  • VOLUNTARY EMPLOYEE BENEFICIAL ASSOCIATION PRIMARILY PROVIDING FOR THE PAYMENT OF VISION, DENTAL, AND LEGAL ASSISTANCE TO MEMBERS WHO ARE ASESSED FEES FOR THEIR MEMBERSHIP AND PARTICIPATION IN THE PLAN.
    Expenses $227,856 · revenue $340,470

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
14-6147066
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$335,731
Income (IRS master file)
$341,722

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$341,722$230,057$335,731XML
990June 2024$277,670$252,397$229,436XML
990June 2023$289,769$236,007$190,580XML
990June 2022$266,110$217,862$144,866IRS
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 14-6147066).

Questions about DOVER WINGDALE TEACHERS ASSOCIATION WELFARE TR FUND

What is the EIN of DOVER WINGDALE TEACHERS ASSOCIATION WELFARE TR FUND?
The employer identification number (EIN) of DOVER WINGDALE TEACHERS ASSOCIATION WELFARE TR FUND is 14-6147066.
Is DOVER WINGDALE TEACHERS ASSOCIATION WELFARE TR FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9).
Which annual return does DOVER WINGDALE TEACHERS ASSOCIATION WELFARE 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 DOVER WINGDALE TEACHERS ASSOCIATION WELFARE 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 DOVER WINGDALE TEACHERS ASSOCIATION WELFARE 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 DOVER WINGDALE TEACHERS ASSOCIATION WELFARE TR FUND?
The 990 for the year ended June 30, 2025 names SUMMAR RAZVI.
Who are the officers and directors of DOVER WINGDALE TEACHERS ASSOCIATION WELFARE TR FUND?
The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does DOVER WINGDALE TEACHERS ASSOCIATION WELFARE TR FUND have?
On its 990 for the year ended June 30, 2025 it reported revenue of $341,722, expenses of $230,057 and total assets of $335,731 at year end.

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