Nonprofit · EIN 22-3012801
PORT JERVIS TEACHERS ASSOCIATION BENEFIT FUND
Tax-exempt · CUDDEBACKVILLE, NY 12729
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $416,856 | $401,567 | $15,289 | $183,938 | $35,500 | $148,438 |
| June 30, 2024 | 990 | $412,886 | $396,426 | $16,460 | $163,295 | $30,146 | $133,149 |
| June 30, 2023 | 990 | $409,829 | $438,340 | -$28,511 | $172,586 | $55,897 | $116,689 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $414,800
- Investment income
- $2,056
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $352,234
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $5,000
- Accounting fees
- $6,290
- Program services (functional)
- $366,984
- Management and general (functional)
- $34,583
Balance sheet and other
- Total assets, start of year
- $163,295
- Total assets, end of year
- $183,938
- Total liabilities, end of year
- $35,500
- Net assets, end of year
- $148,438
- Gross receipts
- $416,856
- Employees
- 0
- Volunteers
- 0
- 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 |
|---|---|---|---|
| CAROL BROWN | CHAIRPERSON Trustee or director, Officer | 1 | $12,000 |
| MEREDITH BURNS | SECRETARY/TREASURER Trustee or director, Officer | 1 | $7,400 |
| JOSEPH BECKER | TRUSTEE Trustee or director | 1 | $0 |
| JENNY MCELROY | TRUSTEE Trustee or director | 1 | $0 |
| KATHRYN HELMS | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROL BROWN | CHAIRPERSON Trustee or director, Officer | 1 | $12,000 |
| MEREDITH BURNS | SEC'TY/TREASURER Trustee or director, Officer | 1 | $7,400 |
| JOSEPH BECKER | TRUSTEE Trustee or director | 1 | $0 |
| JENNY MCELROY | TRUSTEE Trustee or director | 1 | $0 |
| KATHRYN HELMS | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROL BROWN | CHAIRPERSON Trustee or director, Officer | 1 | $12,000 |
| MEREDITH BURNS | SEC'TY/TREASURER Trustee or director, Officer | 1 | $3,700 |
| JOSEPH BECKER | TRUSTEE Trustee or director | 1 | $0 |
| JENNY MCELROY | TRUSTEE Trustee or director | 1 | $0 |
| KATHRYN HELMS | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- HBE SCHOOL 929 ROUTE 209, CUDDEBACKVILLE, NY 12729-0000
- In care of
- % DEBRA CASSARA-SECRETARY-TREASURER
- Principal officer (990 for 2024)
- CAROL BROWN, ROUTE 209, PORT JERVIS, NY 12771
- Signed the 990
- MEREDITH BURNS, TREASURER
- Phone
- (845) 858-3100
- Return prepared by
- NUGENT & HAEUSSLER PC
Mission
THE PLAN PROVIDES DENTAL AND VISION BENEFITS COVERING EMPLOYEES OF THE PORT JERVIS SCHOOL DISTRICT.
Program accomplishments
- DENTAL AND VISION BENEFITS PAID TO REIMBURSE EMPLOYEES OF THE PORT JERVIS SCHOOL DISTRICTExpenses $366,984 · revenue $414,800
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
- 22-3012801
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $183,938
- Income (IRS master file)
- $416,856
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $416,856 | $401,567 | $183,938 | XML |
| 990 | June 2024 | $412,886 | $396,426 | $163,295 | XML |
| 990 | June 2023 | $409,829 | $438,340 | $172,586 | XML |
| 990 | June 2022 | $399,219 | $426,017 | $202,343 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 22-3012801).
Questions about PORT JERVIS TEACHERS ASSOCIATION BENEFIT FUND
- What is the EIN of PORT JERVIS TEACHERS ASSOCIATION BENEFIT FUND?
- The employer identification number (EIN) of PORT JERVIS TEACHERS ASSOCIATION BENEFIT FUND is 22-3012801.
- Is PORT JERVIS TEACHERS ASSOCIATION BENEFIT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1991.
- Are donations to PORT JERVIS TEACHERS ASSOCIATION BENEFIT FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PORT JERVIS TEACHERS ASSOCIATION BENEFIT 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 PORT JERVIS TEACHERS ASSOCIATION BENEFIT 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 PORT JERVIS TEACHERS ASSOCIATION BENEFIT 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 PORT JERVIS TEACHERS ASSOCIATION BENEFIT FUND?
- The 990 for the year ended June 30, 2025 names CAROL BROWN.
- Who are the officers and directors of PORT JERVIS TEACHERS ASSOCIATION BENEFIT FUND?
- The 990 for the year ended June 30, 2025 lists 5 people; 2 received compensation from the organization, the highest $12,000 (CAROL BROWN, CHAIRPERSON).
- How much revenue does PORT JERVIS TEACHERS ASSOCIATION BENEFIT FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $416,856, expenses of $401,567 and total assets of $183,938 at year end.
Other nonprofits in CUDDEBACKVILLE
- MARIAN COOPER COMMUNITY FOUNDATION OF PORT JERVIS EIN 20-2783461 · last filed 990 for 2026
- PTA NEW YORK CONGRESS EIN 22-3395464 · last filed 990-EZ for 2026