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MONTICELLO TEACHERS ASSN BENEFIT TRUST FUND
MONTICELLO, NY · EIN 141814869 · Form 990 · FY2024 · NTEE Y33 · Mutual & Membership Benefit · Small ($100K-$1M)
revenue
$765K
expenses
$670K
net assets
$1.1M
employees
0
volunteers
5
program ratio
0%
mission · from form 990

PROVIDE BENEFITS TO ITS MEMBERS

profile · synthesized from sources

MONTICELLO TEACHERS ASSN BENEFIT TRUST FUND is a mutual benefit trust established to provide insurance and legal services to its members. It operates in New York and serves employees of the Monticello school district through group benefit programs. The organization offers vision insurance and group legal services via third-party contracts.

irs program accomplishments · form 990 part iii · fy2024

What they reported doing

  1. #1 primary $0
    VISION INSURANCE WAS PROVIDED TO 353 MEMBERS THROUGH A CONTRACT WITH SHELTERPOINT VISION.
  2. #2 $0
    GROUP LEGAL WAS PROVIDED TO 287 MEMBERS THROUGH A CONTRACT WITH NYSUT LEGAL PLAN
named programs · 2 · from sources

What they call their work

Group Legal Services
Group legal services provided to 287 members through a contract with NYSUT Legal Plan
Vision Insurance Program
Vision insurance provided to 353 members through a contract with ShelterPoint Vision
activities · 2 groups

What they do

  • Legal Representation for Members 1 activity
    • Provided group legal services to members
      Provided group legal services to 287 members through a contract with NYSUT Legal Plan.
  • Union and Association Benefit Funds 1 activity
    • Provided vision insurance to members
      Provided vision insurance coverage to 353 members through a contract with ShelterPoint Vision.
financials · form 990 · fy2024
revenue
Total revenue$765K
Contributions & grants$00%
Program service revenue$739K97%
Investment income$26K3%
Other revenue$0
expenses
Total expenses$670K
Program expenses0%
Admin / overhead0%
Fundraising0%
Salaries & benefits$10K
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$1.14M
Cash$1.14M
Investments$0
Liabilities$0
Net assets$1.14M
Liquid reserves20.4 mo
5 years on record · 2020–2024 · YoY revenue -0.6%
leadership · form 990 part vii · fy2024

Who runs it

paid leadership · 3
NameTitleHours/wkCompensation
ROSE JOYCE-TURNER CHAIRPERSON 1 $4K
YESENIA KREEGER FACILITATOR 1 $4K
TYLER LAUFERWEILER TRESURER 1 $2K
board members · 2
  • CAROYLN STRAHAN — SECRETARY
  • CYNTHIS GRANT — TRUSTEE
relationships · 2

Who they work with

  • NYSUT Legal Plan Partner — Contracted provider for group legal services to members.
  • ShelterPoint Vision Partner — Contracted provider for vision insurance services to members.