Nonprofit · EIN 23-7348596
KATONAH-LEWISBORO DISTRICT TEACHERS ASSOC BENEFIT TRUST
Tax-exempt · ALBANY, NY 12212
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $749,590 | $671,111 | $78,479 | $165,458 | $80,357 | $85,101 |
| June 30, 2024 | 990 | $721,827 | $795,063 | -$73,236 | $84,186 | $77,564 | $6,622 |
| June 30, 2023 | 990 | $687,029 | $755,187 | -$68,158 | $118,816 | $38,958 | $79,858 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $741,531
- Investment income
- $8,059
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $618,848
- Compensation of officers, directors and key employees
- $6,500
- Salaries, compensation and benefits (total)
- $6,500
- Professional fundraising fees
- $0
- Accounting fees
- $5,100
- Program services (functional)
- $658,516
- Management and general (functional)
- $12,595
Balance sheet and other
- Total assets, start of year
- $84,186
- Total assets, end of year
- $165,458
- Total liabilities, end of year
- $80,357
- Net assets, end of year
- $85,101
- Net assets without donor restrictions
- $85,101
- Gross receipts
- $749,590
- Employees
- 0
- Year formed
- 1978
- 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 |
|---|---|---|---|
| Kathleen Dailey | Chairperson Trustee or director, Officer | 1 | $2,500 |
| Sean Murphy | Junior Trustee / Secretary Trustee or director, Officer | 1 | $2,000 |
| Michael Perlin | Senior Trustee Trustee or director | 1 | $2,000 |
990 for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathleen Dailey | Chairperson Trustee or director, Officer | 1 | $2,500 |
| Michael Perlin | Senior Trustee Trustee or director | 1 | $2,100 |
| Sean Murphy | Junior Trustee / Secretary Trustee or director, Officer | 1 | $800 |
990 for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathleen Dailey | Chairperson Trustee or director, Officer | 1 | $1,800 |
| Michael Perlin | Senior Trustee Trustee or director, Officer | 1 | $1,440 |
| Sean Murphy | Junior Trustee / Secretary Trustee or director, Officer | 1 | $720 |
Address and contacts
- Address (IRS master file)
- PO BOX 15136, ALBANY, NY 12212-5136
- In care of
- % PREFERRED GROUP PLANS INC
- Principal officer (990 for 2024)
- Michael Perlin, PO Box 15136, Albany, CT 12212
- Signed the 990
- Michael Perlin, Chairperson
- Phone
- (203) 269-7741
- Return prepared by
- Nanavaty Davenport Studley White
Mission
TO PROVIDE DENTAL AND VISION BENEFITS TO MEMBERS AND THEIR IMMEDIATE FAMILY WHERE, AND IF, APPLICABLE.
Program accomplishments
- Dental care and vision benefits provided to 444 members and their immediate family members.Expenses $658,516 · revenue $741,531
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
- 23-7348596
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1983
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $165,458
- Income (IRS master file)
- $749,590
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $749,590 | $671,111 | $165,458 | XML |
| 990 | June 2024 | $721,827 | $795,063 | $84,186 | XML |
| 990 | June 2023 | $687,029 | $755,187 | $118,816 | XML |
| 990 | June 2022 | $675,226 | $767,629 | $218,574 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 23-7348596).
Questions about KATONAH-LEWISBORO DISTRICT TEACHERS ASSOC BENEFIT TRUST
- What is the EIN of KATONAH-LEWISBORO DISTRICT TEACHERS ASSOC BENEFIT TRUST?
- The employer identification number (EIN) of KATONAH-LEWISBORO DISTRICT TEACHERS ASSOC BENEFIT TRUST is 23-7348596.
- Is KATONAH-LEWISBORO DISTRICT TEACHERS ASSOC BENEFIT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1983.
- Are donations to KATONAH-LEWISBORO DISTRICT TEACHERS ASSOC BENEFIT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does KATONAH-LEWISBORO DISTRICT TEACHERS ASSOC BENEFIT TRUST 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 KATONAH-LEWISBORO DISTRICT TEACHERS ASSOC BENEFIT TRUST 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 KATONAH-LEWISBORO DISTRICT TEACHERS ASSOC BENEFIT TRUST 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 KATONAH-LEWISBORO DISTRICT TEACHERS ASSOC BENEFIT TRUST?
- The 990 for the year ended June 30, 2025 names Michael Perlin.
- Who are the officers and directors of KATONAH-LEWISBORO DISTRICT TEACHERS ASSOC BENEFIT TRUST?
- The 990 for the year ended June 30, 2025 lists 3 people; 3 received compensation from the organization, the highest $2,500 (Kathleen Dailey, Chairperson).
- How much revenue does KATONAH-LEWISBORO DISTRICT TEACHERS ASSOC BENEFIT TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $749,590, expenses of $671,111 and total assets of $165,458 at year end.
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