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Nonprofit · EIN 20-0870866

NORTH SHORE SCHOOLS FEDERATED EMPLOYEES BENEFIT TRUST FD

Also known as BRENNAN BARBARA TTEE

Tax-exempt · GLEN HEAD, NY 11545

Financials

$708K$735K2022$683K$804K2023$785K$805K2024
Revenue Expenses · by fiscal year end
Financials of NORTH SHORE SCHOOLS FEDERATED EMPLOYEES BENEFIT TRUST FD by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990$785,121$804,604-$19,483$566,723$152,270$414,453
May 31, 2024990$683,051$803,514-$120,463$591,496$78,248$513,248
May 31, 2023990$708,471$735,174-$26,703$663,189$29,478$633,711
Financial details: 990 for the year ended May 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$752,247
Investment income
$32,874
Net gain from sales of assets
$13,434
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$694,414
Compensation of officers, directors and key employees
$57,889
Salaries, compensation and benefits (total)
$62,985
Professional fundraising fees
$0
Legal fees
$9,000
Accounting fees
$13,680
Depreciation
$126

Balance sheet and other

Total assets, start of year
$591,496
Total assets, end of year
$566,723
Total liabilities, end of year
$152,270
Net assets, end of year
$414,453
Publicly traded securities
$470,330
Gross receipts
$2,135,684
Employees
1
Year formed
2003
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.

NameTitleHours / weekCompensationFrom related orgs
Susan McCormackDirector
Trustee or director
15$40,051$4,501
Greg PerlesChairperson
Trustee or director
2$10,302$29,350
Deborah NovickTrustee
Trustee or director
1$1,841$5,985
Christine HalloranPast Trustee
Trustee or director
1$1,624$50
Bruce FichtmanTrustee
Trustee or director
1$1,624$0
Tiffany FalconeTrustee
Trustee or director
1$1,624$0
Heather LibermanTrustee
Trustee or director
1$0$0
990 for the year ended May 31, 2024: 9 people
NameTitleHours / weekCompensationFrom related orgs
GREG PERLESCHAIRPERSON/
Trustee or director
1$10,150$29,455
SUSAN MCCORMACKDIRECTOR
Trustee or director
5$16,224$4,461
DEBORAH NOVICKTRUSTEE
Trustee or director
1$1,638$5,912
BRUCE FICHTMANTRUSTEE
Trustee or director
1$1,880$0
CHRISTINE HALLORANTRUSTEE
Trustee or director
1$1,657$0
TIFFANY FALCONETRUSTEE
Trustee or director
1$1,600$0
ROBERT HERTTRUSTEE
Trustee or director
0$38$0
ROBERTO BONGIOVANNITRUSTEE
Trustee or director
0$19$0
MOJDEH HASSANITRUSTEE
Trustee or director
0$19$0
990 for the year ended May 31, 2023: 6 people
NameTitleHours / weekCompensationFrom related orgs
GREG PERLESCHAIRPERSON/
Trustee or director
1$10,000$26,897
SUSAN MCCORMACKDIRECTOR
Trustee or director
5$15,600$7,743
DEBBIE NOVICKTRUSTEE
Trustee or director
1$1,538$1,445
BRUCE FICHTMANTRUSTEE
Trustee or director
1$1,743$0
CHRISTINE HALLORANTRUSTEE
Trustee or director
1$1,538$0
ROBERT HERTTRUSTEE
Trustee or director
1$1,538$0

Address and contacts

Address (IRS master file)
40 RAILROAD AVENUE, GLEN HEAD, NY 11545-1839
Principal officer (990 for 2024)
Deborah Novick, 40 RAILROAD AVE, GLEN HEAD, NY 11545
Signed the 990
Susan McCormack, Director
Phone
(516) 759-9337
Return prepared by
Gould Kobrick & Schlapp PC

Mission

TO PROVIDE SUPPLEMENTAL HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS.

990 for the year ended May 31, 2025

Program accomplishments

  • PROVIDED SUPPLEMENTAL HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS.

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 yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990 on file
2023May 31, 2024October 15, 2024990 on file

IRS record

EIN
20-0870866
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2006
Accounting year ends
May
Files
Form 990 or 990-EZ
Assets (IRS master file)
$566,723
Income (IRS master file)
$2,135,684

Filing history

FormYear endedRevenueExpensesAssetsReturn
990May 2025$785,121$804,604$566,723XML
990May 2024$683,051$803,514$591,496XML
990May 2023$708,471$735,174$663,189XML
990May 2022$659,052$703,270$674,331IRS
990May 2021–––IRS
990May 2020–––IRS
990May 2019–––IRS
990May 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 20-0870866).

Questions about NORTH SHORE SCHOOLS FEDERATED EMPLOYEES BENEFIT TRUST FD

What is the EIN of NORTH SHORE SCHOOLS FEDERATED EMPLOYEES BENEFIT TRUST FD?
The employer identification number (EIN) of NORTH SHORE SCHOOLS FEDERATED EMPLOYEES BENEFIT TRUST FD is 20-0870866.
Is NORTH SHORE SCHOOLS FEDERATED EMPLOYEES BENEFIT TRUST FD tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2006.
Are donations to NORTH SHORE SCHOOLS FEDERATED EMPLOYEES BENEFIT TRUST FD tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does NORTH SHORE SCHOOLS FEDERATED EMPLOYEES BENEFIT TRUST FD 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 NORTH SHORE SCHOOLS FEDERATED EMPLOYEES BENEFIT TRUST FD 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 NORTH SHORE SCHOOLS FEDERATED EMPLOYEES BENEFIT TRUST FD 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 NORTH SHORE SCHOOLS FEDERATED EMPLOYEES BENEFIT TRUST FD?
The 990 for the year ended May 31, 2025 names Deborah Novick.
Who are the officers and directors of NORTH SHORE SCHOOLS FEDERATED EMPLOYEES BENEFIT TRUST FD?
The 990 for the year ended May 31, 2025 lists 7 people; 6 received compensation from the organization, the highest $40,051 (Susan McCormack, Director).
How much revenue does NORTH SHORE SCHOOLS FEDERATED EMPLOYEES BENEFIT TRUST FD have?
On its 990 for the year ended May 31, 2025 it reported revenue of $785,121, expenses of $804,604 and total assets of $566,723 at year end.

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