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THREE VILLAGE TEACHERS ASSOCIA BENEFIT TRUST FUND

East Setauket, NY · EIN 113451017 · Form 990 · FY2024 · NTEE Y43 · Mutual & Membership Benefit · Medium ($1M-$10M) · tvta.org
revenue
$2.5M
expenses
$1.8M
net assets
$4.4M
employees
0
program ratio
100%
mission · from form 990

THE BENEFIT TRUST FUND PROVIDES BENEFITS TO MEMBERS OF THE THREE VILLAGE TEACHERS ASSOCIATION WITH FUNDS PROVIDED BY THE SCHOOL DISTRICT PER THE COLLECTIVE BARG AGREE

profile · synthesized from sources

Benefit trust fund serving members of the Three Village Teachers Association in New York. Provides financial and professional support to educators through programs funded by the school district under collective bargaining agreements. Operates within the Three Village Central School District to improve working conditions and educational opportunities.

named programs · 2 · from sources

What they call their work

Financial Counseling Program
Provides fully paid, confidential financial consultations with a Certified Financial Planner™ for union members
Focus on Retirement
Resource guide and support program for members nearing retirement
activities · 4 groups

What they do

  • Teacher Professional Development 1 activity
    • Advocates for public education through collaboration with district leadership
      Collaborates with district administration and the Board of Education to support and advance high-quality public education.
  • Financial Coaching and Credit Counseling 1 activity
    • Offers financial counseling to members
      Provides fully paid, confidential financial consultations with a Certified Financial Planner™ for members through the Financial Counseling Program.
  • Member-Exclusive Resource Access 1 activity
    • Provides access to member resources and forms
      Offers access to informational resources, forms, and links for members to support professional and administrative needs.
  • Union and Association Benefit Funds 1 activity
    • Provides benefits to members pursuant to collective bargaining agreement
      Provides benefits to members of the Three Village Teachers Association using funds from the school district as outlined in the collective bargaining agreement.
financials · form 990 · fy2024
revenue
Total revenue$2.48M
Contributions & grants$00%
Program service revenue$2.38M96%
Investment income$97K4%
Other revenue$0
expenses
Total expenses$1.84M
Program expenses100%
Admin / overhead0%
Fundraising0%
Salaries & benefits$0
Grants paid out$0
Largest expense lineProfessional Fees
balance sheet
Total assets$4.40M
Cash$605K
Investments$3.79M
Liabilities$0
Net assets$4.40M
Liquid reserves28.7 mo
4 years on record · 2020–2024 · YoY revenue +14.8%
leadership · form 990 part vii · fy2024

Who runs it

board members · 5
  • B PICKFORD — CHAIRPERSON
  • E GUSTAFSON — Trustee
  • J LOMBARDO — TRUSTEE
  • J SHERIDAN — TRUSTEE
  • S DOEPP — TRUSTEE
relationships · 5

Who they work with

  • Board of Education Partner — Collaborates with the Three Village Teachers Association on common educational goals.
  • School District Government — Provides funding to the trust fund per the collective bargaining agreement.
  • Stacey Braun Associates, Inc. Partner — Provides Certified Financial Planner™ services for the TVTA Financial Counseling Program.
  • Three Village Teachers Association Partner — Provides benefits to members of the association through the trust fund.
  • district administration Partner — Collaborates with the Three Village Teachers Association on common educational goals.
strategies · 2

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.