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Katonah Lewisboro District Teachers Assoc Benefit Trust

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
$687k (2023)

Expenses
$755k (2023)

Total Assets
$119k (2023)

Total Liabilities
$39k (2023)

Source: Form 990 tax filings from 2012 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
$687,029
Expenses
$755,187
Net Income
-$68,158
Net Assets
$79,858
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $683,339
99.5%
Investment Income $3,690
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 $3,960
0.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $118,816
Total Liabilities $38,958
Net Assets $79,858
Compensation
Key Employees and Officers Compensation Related Other
Kathleen Dailey (Chairperson) $1,800 $0 $0
Michael Perlin (Senior Trustee) $1,440 $0 $0
Sean Murphy (Junior Trustee / Secretary) $720 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$675,226
Expenses
$767,629
Net Income
-$92,403
Net Assets
$148,016
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $675,163
100.0%
Investment Income $63
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 $3,850
0.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $218,574
Total Liabilities $70,558
Net Assets $148,016
Compensation
Key Employees and Officers Compensation Related Other
Kathleen Dailey (Chairperson) $1,750 $0 $0
Michael Perlin (Senior Trustee) $1,400 $0 $0
Sean Murphy (Junior Trustee / Secretary) $700 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$646,086
Expenses
$827,234
Net Income
-$181,148
Net Assets
$240,419
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $645,680
99.9%
Investment Income $406
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 $3,575
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $390,951
Total Liabilities $150,532
Net Assets $240,419
Compensation
Key Employees and Officers Compensation Related Other
Kathleen Dailey (Chairperson) $1,625 $0 $0
Michael Perlin (Senior Trustee) $1,300 $0 $0
Sean Murphy (Junior Trustee / Secretary) $650 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$647,685
Expenses
$546,113
Net Income
$101,572
Net Assets
$421,567
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $643,853
99.4%
Investment Income $3,832
0.6%
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 $3,575
0.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $471,224
Total Liabilities $49,657
Net Assets $421,567
Compensation
Key Employees and Officers Compensation Related Other
Kathleen Dailey (Chairperson) $1,625 $0 $0
Michael Perlin (Senior Trustee) $1,300 $0 $0
Sean Murphy (Junior Trustee / Secretary) $650 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$622,487
Expenses
$601,555
Net Income
$20,932
Net Assets
$319,995
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $614,410
98.7%
Investment Income $8,077
1.3%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $391,166
Total Liabilities $71,171
Net Assets $319,995
Compensation
Key Employees and Officers Compensation Related Other
Kathleen Dailey (Chairperson) $1,625 $0 $0
Michael Perlin (Senior Trustee) $1,300 $0 $0
Sean Murphy (Junior Trustee / Secretary) $650 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$601,056
Expenses
$466,794
Net Income
$134,262
Net Assets
$299,063
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $597,087
99.3%
Investment Income $3,969
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $361,198
Total Liabilities $62,135
Net Assets $299,063
Compensation
Key Employees and Officers Compensation Related Other
Kathleen Dailey (Chairperson) $1,500 $0 $0
Michael Perlin (Senior Trustee) $1,200 $0 $0
Sean Murphy (Junior Trustee / Secretary) $600 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$583,500
Expenses
$568,040
Net Income
$15,460
Net Assets
$164,801
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $581,454
99.6%
Investment Income $2,046
0.4%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $350,370
Total Liabilities $185,569
Net Assets $164,801
Compensation
Key Employees and Officers Compensation Related Other
Anne Cunniff (Chairperson) $0 $0 $0
Michael Perlin (Trustee) $0 $0 $0
Kathleen Dailey (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$569,885
Expenses
$568,967
Net Income
$918
Net Assets
$149,448
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $568,481
99.8%
Investment Income $1,404
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $341,160
Total Liabilities $191,712
Net Assets $149,448
Compensation
Key Employees and Officers Compensation Related Other
Anne Cunniff (Chairperson) $0 $0 $0
Michael Perlin (Trustee) $0 $0 $0
Kathleen Dailey (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$559,682
Expenses
$632,016
Net Income
-$72,334
Net Assets
$148,586
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $558,940
99.9%
Investment Income $742
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $321,385
Total Liabilities $172,799
Net Assets $148,586
Compensation
Key Employees and Officers Compensation Related Other
Anne Cunniff (Chairperson) $0 $0 $0
Michael Perlin (Trustee) $0 $0 $0
Marie Finnegan (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$512,791
Expenses
$503,518
Net Income
$9,273
Net Assets
$220,992
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $512,462
99.9%
Investment Income $329
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $271,927
Total Liabilities $50,935
Net Assets $220,992
Compensation
Key Employees and Officers Compensation Related Other
Anne Cunniff (Chairperson) $0 $0 $0
Michael Perlin (Trustee) $0 $0 $0
Marie Finnegan (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$432,337
Expenses
$517,267
Net Income
-$84,930
Net Assets
$211,718
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $431,576
99.8%
Investment Income $899
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$138
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $252,585
Total Liabilities $40,867
Net Assets $211,718

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$513,497
Expenses
$564,643
Net Income
-$51,146
Net Assets
$294,364
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $512,539
99.8%
Investment Income $958
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $347,547
Total Liabilities $53,183
Net Assets $294,364

Document Links

Fiscal Year Ending June
2011

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

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

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

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

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

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

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

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 »

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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.

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