Nonprofit · EIN 22-6803017
TRI-VALLEY TEACHERS ASSOCIATION WELFARE TR FD
Also known as BALLARD JOHN TTEE
Tax-exempt · GRAHAMSVILLE, NY 12740
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $168,304 | $140,508 | $27,796 | $380,748 | – | $380,748 |
| December 31, 2023 | 990-EZ | $168,360 | $139,528 | $28,832 | $352,952 | – | $352,952 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $168,229
- Investment income
- $75
Expenses
- Benefits paid to members
- $131,318
- Compensation of officers, directors and key employees
- $3,575
- Salaries, compensation and benefits (total)
- $3,575
- Professional fees and payments to contractors
- $5,500
- Other expenses
- $115
- Program services (functional)
- $131,318
Balance sheet and other
- Total assets, start of year
- $352,952
- Total assets, end of year
- $380,748
- Total liabilities, end of year
- –
- Net assets, end of year
- $380,748
- Cash, savings and investments
- $380,748
- Gross receipts
- $168,304
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-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TANYA HUGGLER | CHAIR | 1 | $2,400 |
| DEBRA SWETT | TREASURER | 1 | $1,000 |
| DEANNA SHEELEY | SECRETARY | 1 | $175 |
990-EZ for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TANYA HUGGLER | CHAIR | 1 | $2,400 |
| DEBRA SWETT | TREASURER | 1 | $1,000 |
| DEANNA SHEELEY | SECRETARY | 1 | $175 |
Address and contacts
- Address (IRS master file)
- PO BOX 302, GRAHAMSVILLE, NY 12740-0302
- In care of
- % JOHN BALLARD
- Signed the 990-EZ
- TANYA HUGGLER, CHAIRMAN
- Phone
- (845) 985-2296
Mission
SEE SCHEDULE O
Program accomplishments
- PROVIDE DENTAL, LIFE, VISION INSURANCE AND PREPAID LEGAL SERVICES TO APPROXIMATELY 114 EMPLOYEES OF THE TRI-VALLEY CENTRAL SCHOOL DISTRICTExpenses $131,318
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 22-6803017
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $380,748
- Income (IRS master file)
- $168,304
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $168,304 | $140,508 | $380,748 | XML |
| 990-EZ | December 2023 | $168,360 | $139,528 | $352,952 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 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 22-6803017).
Questions about TRI-VALLEY TEACHERS ASSOCIATION WELFARE TR FD
- What is the EIN of TRI-VALLEY TEACHERS ASSOCIATION WELFARE TR FD?
- The employer identification number (EIN) of TRI-VALLEY TEACHERS ASSOCIATION WELFARE TR FD is 22-6803017.
- Is TRI-VALLEY TEACHERS ASSOCIATION WELFARE TR FD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2000.
- Are donations to TRI-VALLEY TEACHERS ASSOCIATION WELFARE TR FD tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TRI-VALLEY TEACHERS ASSOCIATION WELFARE TR 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 TRI-VALLEY TEACHERS ASSOCIATION WELFARE TR FD due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRI-VALLEY TEACHERS ASSOCIATION WELFARE TR FD last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who are the officers and directors of TRI-VALLEY TEACHERS ASSOCIATION WELFARE TR FD?
- The 990-EZ for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $2,400 (TANYA HUGGLER, CHAIR).
- How much revenue does TRI-VALLEY TEACHERS ASSOCIATION WELFARE TR FD have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $168,304, expenses of $140,508 and total assets of $380,748 at year end.
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