Skip to content
ProPublica Donate
ProPublica Donate

Pelham Teachers Association Trust Fund

  • Wallingford, CT
  • Tax-exempt since Nov. 1985
  • EIN: 13-3124411

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$409k (2023)

Expenses
$384k (2023)

Total Assets
$474k (2023)

Total Liabilities
$29.4k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$409,329
Expenses
$384,281
Net Income
$25,048
Net Assets
$444,799
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $407,218
99.5%
Investment Income $2,111
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $8,044
2.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $474,158
Total Liabilities $29,359
Net Assets $444,799
Compensation
Key Employees and Officers Compensation Related Other
Thomas Beck (Chairperson) $6,644 $0 $0
Marcia Bean (Trustee) $350 $0 $0
Sara Bagwell (Trustee) $350 $0 $0
Allison Jacobs (Trustee) $350 $0 $0
Jane Wals (Trustee) $350 $0 $0
+ View more people

Document Links

990
Filed on May 14, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$400,551
Expenses
$366,030
Net Income
$34,521
Net Assets
$419,553
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $400,485
100.0%
Investment Income $66
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $7,914
2.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $441,053
Total Liabilities $21,500
Net Assets $419,553
Compensation
Key Employees and Officers Compensation Related Other
Thomas Beck (Chairperson) $6,514 $0 $0
Marica Bean (Trustee) $350 $0 $0
Sara Bagwell (Trustee) $350 $0 $0
Allison Jacobs (Trustee) $350 $0 $0
Janes Wals (Trustee) $350 $0 $0
+ View more people

Document Links

990
Filed on May 11, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$385,965
Expenses
$336,548
Net Income
$49,417
Net Assets
$385,252
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $385,491
99.9%
Investment Income $474
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $7,914
2.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $416,225
Total Liabilities $30,973
Net Assets $385,252
Compensation
Key Employees and Officers Compensation Related Other
Maria Sutherland Sheridan (Chairperson) $6,514 $0 $0
Marica Bean (Trustee) $350 $0 $0
Rob Stellabottle (Trustee) $350 $0 $0
Sara Bagwell (Trustee) $350 $0 $0
Allison Jacobs (Trustee) $350 $0 $0
+ View more people

Document Links

990
Filed on May 12, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$378,799
Expenses
$325,910
Net Income
$52,889
Net Assets
$335,835
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $376,080
99.3%
Investment Income $2,719
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $7,914
2.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $355,970
Total Liabilities $20,135
Net Assets $335,835
Compensation
Key Employees and Officers Compensation Related Other
Maria Sutherland Sheridan (Chairperson) $6,514 $0 $0
Marcia Bean (Trustee) $350 $0 $0
Allison Jacobs (Trustee) $350 $0 $0
Sara Bagwell (Trustee) $350 $0 $0
Rob Stellabotte (Trustee) $350 $0 $0
+ View more people

Document Links

990
Filed on May 6, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$371,189
Expenses
$380,032
Net Income
-$8,843
Net Assets
$282,946
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $367,215
98.9%
Investment Income $2,239
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,735
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $7,600
2.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $310,676
Total Liabilities $27,730
Net Assets $282,946
Compensation
Key Employees and Officers Compensation Related Other
Maria Sutherland Sheridan (Chairman) $6,400 $0 $0
Marcia Bean (Trustee) $300 $0 $0
Allison Jacobs (Trustee) $300 $0 $0
Sara Bagwell (Trustee) $300 $0 $0
Rob Stellabotte (Trustee) $300 $0 $0
+ View more people

Document Links

990
Filed on Feb. 14, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$363,551
Expenses
$328,452
Net Income
$35,099
Net Assets
$291,789
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $357,608
98.4%
Investment Income $1,625
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,318
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,230
1.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $321,585
Total Liabilities $29,796
Net Assets $291,789
Compensation
Key Employees and Officers Compensation Related Other
Maria Sutherland Sheridan (Chairman) $4,030 $0 $0
Marcia Bean (Trustee) $300 $0 $0
Allison Jacobs (Trustee) $300 $0 $0
Sara Bagwell (Trustee) $300 $0 $0
Rob Stellabotte (Trustee) $300 $0 $0
+ View more people

Document Links

990
Filed on Feb. 6, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$345,294
Expenses
$340,798
Net Income
$4,496
Net Assets
$256,690
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $341,553
98.9%
Investment Income $1,522
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,219
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,200
1.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $272,830
Total Liabilities $16,140
Net Assets $256,690
Compensation
Key Employees and Officers Compensation Related Other
Maria Sutherland Sheridan (Chairman) $4,000 $0 $0
Marcia Bean (Trustee) $300 $0 $0
Allison Jacobs (Trustee) $300 $0 $0
Sara Bagwell (Trustee) $300 $0 $0
Rob Stellabotte (Trustee) $300 $0 $0
+ View more people

Document Links

990
Filed on Jan. 25, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$318,411
Expenses
$292,101
Net Income
$26,310
Net Assets
$252,194
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $317,892
99.8%
Investment Income $519
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,027
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $272,330
Total Liabilities $20,136
Net Assets $252,194
Compensation
Key Employees and Officers Compensation Related Other
Maria Sutherland Sheridan (Chairman) $3,947 $0 $0
Marcia Bean (Trustee) $270 $0 $0
Allison Jacobs (Trustee) $270 $0 $0
Lisa Arbelaez (Trustee) $270 $0 $0
Rob Stellabotte (Trustee) $270 $0 $0
+ View more people

Document Links

990
Filed on Jan. 25, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$307,829
Expenses
$305,742
Net Income
$2,087
Net Assets
$225,884
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $305,349
99.2%
Investment Income $817
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,663
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,982
1.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $247,075
Total Liabilities $21,191
Net Assets $225,884
Compensation
Key Employees and Officers Compensation Related Other
Maria Sutherland Sheridan (Chairman) $3,902 $0 $0
Marcia Bean (Trustee) $270 $0 $0
Allison Jacobs (Trustee) $270 $0 $0
Lisa Arbelaez (Trustee) $270 $0 $0
Rob Stellabotte (Trustee) $270 $0 $0
+ View more people

Document Links

990
Filed on Feb. 2, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$308,847
Expenses
$273,727
Net Income
$35,120
Net Assets
$223,797
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $308,554
99.9%
Investment Income $293
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,982
1.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $237,572
Total Liabilities $13,775
Net Assets $223,797
Compensation
Key Employees and Officers Compensation Related Other
Maria Sutherland Sheridan (Chairman) $3,902 $0 $0
Marcia Bean (Trustee) $270 $0 $0
Paul Farrell (Trustee) $270 $0 $0
Lisa Arbelaez (Trustee) $270 $0 $0
Tom Roksvold (Trustee) $270 $0 $0
+ View more people

Document Links

990
Filed on Jan. 30, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$307,068
Expenses
$292,863
Net Income
$14,205
Net Assets
$188,677
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $305,530
99.5%
Investment Income $490
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,048
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,906
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $201,775
Total Liabilities $13,098
Net Assets $188,677

Document Links

990
Filed on March 17, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$301,322
Expenses
$326,555
Net Income
-$25,233
Net Assets
$174,472
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $300,507
99.7%
Investment Income $305
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $510
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,837
1.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $185,084
Total Liabilities $10,612
Net Assets $174,472

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$295,920
Expenses
$295,224
Net Income
$696
Net Assets
$199,705
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $295,008
99.7%
Investment Income $226
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $686
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,733
1.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $214,765
Total Liabilities $15,060
Net Assets $199,705

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated