Nonprofit · EIN 06-1288615
PUTNAM VALLEY FEDERATION OF TEACHERS WELFARE TRUST FUND
Tax-exempt · PUTNAM VALLEY, NY 10579
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $650,689 | $585,958 | $64,731 | $1,015,767 | $75,654 | $940,113 |
| June 30, 2024 | 990 | $637,196 | $548,461 | $88,735 | $935,570 | $60,188 | $875,382 |
| June 30, 2023 | 990 | $624,732 | $566,707 | $58,025 | $845,927 | $59,280 | $786,647 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $641,003
- Investment income
- $9,686
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $515,698
- Compensation of officers, directors and key employees
- $8,500
- Salaries, compensation and benefits (total)
- $8,500
- Professional fundraising fees
- $0
- Legal fees
- $5,402
- Accounting fees
- $16,745
- Program services (functional)
- $552,534
- Management and general (functional)
- $33,424
Balance sheet and other
- Total assets, start of year
- $935,570
- Total assets, end of year
- $1,015,767
- Total liabilities, end of year
- $75,654
- Net assets, end of year
- $940,113
- Gross receipts
- $650,689
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1991
- 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 |
|---|---|---|---|
| JOSEPH MAHONEY | CHAIRPERSON Trustee or director, Officer | 2 | $2,000 |
| LAURA SHERWOOD | DATA ADMINISTRATOR Trustee or director | 1 | $2,000 |
| VINCENT DEGREGORIO | SECRETARY Trustee or director, Officer | 1 | $2,000 |
| KAREN WEISE | TRUSTEE Trustee or director | 1 | $1,250 |
| KERRI JOHN | TRUSTEE Trustee or director | 1 | $1,250 |
| NICHOLAS LENHARD | TRUSTEE Trustee or director | 1 | $0 |
| VALERIE MANSFIELD | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH MAHONEY | CHAIRPERSON Trustee or director | 2 | $4,000 |
| LAURA SHERWOOD | DATA ADMINISTRATOR Trustee or director | 1 | $4,000 |
| VINCENT DEGREGORIO | SECRETARY Trustee or director | 1 | $4,000 |
| KAREN WEISE | TRUSTEE Trustee or director | 1 | $3,125 |
| KERRI JOHN | TRUSTEE Trustee or director | 1 | $1,250 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA SHERWOOD | TRUSTEE Trustee or director | 1 | $6,000 |
| JOSEPH MAHONEY | CHAIRPERSON Trustee or director | 2 | $6,000 |
| VINCENT DEGREGORIO | TRUSTEE Trustee or director | 1 | $6,000 |
| KAREN WEISE | TRUSTEE Trustee or director | 1 | $5,250 |
| ALISSA AURIGEMMA | TRUSTEE Trustee or director | 1 | $1,250 |
Address and contacts
- Address (IRS master file)
- 171 OSCAWANA LAKE RD, PUTNAM VALLEY, NY 10579-3008
- In care of
- % INSURANCE PROGRAMMERS INC
- Principal officer (990 for 2024)
- KERRI JOHN, 171 OSCAWANA LAKE ROAD, PUTNAM VALLEY, NY 10579
- Signed the 990
- KERRI JOHN, CHAIRPERSON
- Phone
- (203) 949-3230
- Website
- PVFTRUSTFUND.ORG
- Return prepared by
- NUGENT & HAEUSSLER PC
Mission
TO PROVIDE DENTAL AND VISION BENEFITS TO PUTNAM VALLEY FEDERATION OF TEACHERS WELFARE TRUST FUND MEMBERS AND THEIR DEPENDENTS.
Program accomplishments
- TO PROVIDE DENTAL AND VISION BENEFITS TO PUTNAM VALLEY FEDERATION OF TEACHERS WELFARE TRUST FUND MEMBERS AND THEIR DEPENDENTS.Expenses $552,534 · revenue $641,003
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
- 06-1288615
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,015,767
- Income (IRS master file)
- $650,689
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $650,689 | $585,958 | $1,015,767 | IRS |
| 990 | June 2024 | $637,196 | $548,461 | $935,570 | IRS |
| 990 | June 2023 | $624,732 | $566,707 | $845,927 | XML |
| 990 | June 2022 | $623,087 | $575,942 | $801,708 | 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 06-1288615).
Questions about PUTNAM VALLEY FEDERATION OF TEACHERS WELFARE TRUST FUND
- What is the EIN of PUTNAM VALLEY FEDERATION OF TEACHERS WELFARE TRUST FUND?
- The employer identification number (EIN) of PUTNAM VALLEY FEDERATION OF TEACHERS WELFARE TRUST FUND is 06-1288615.
- Is PUTNAM VALLEY FEDERATION OF TEACHERS WELFARE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1991.
- Are donations to PUTNAM VALLEY FEDERATION OF TEACHERS WELFARE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PUTNAM VALLEY FEDERATION OF TEACHERS WELFARE TRUST FUND 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 PUTNAM VALLEY FEDERATION OF TEACHERS WELFARE TRUST FUND 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 PUTNAM VALLEY FEDERATION OF TEACHERS WELFARE TRUST FUND 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 PUTNAM VALLEY FEDERATION OF TEACHERS WELFARE TRUST FUND?
- The 990 for the year ended June 30, 2025 names KERRI JOHN.
- Who are the officers and directors of PUTNAM VALLEY FEDERATION OF TEACHERS WELFARE TRUST FUND?
- The 990 for the year ended June 30, 2025 lists 7 people; 5 received compensation from the organization, the highest $2,000 (JOSEPH MAHONEY, CHAIRPERSON).
- How much revenue does PUTNAM VALLEY FEDERATION OF TEACHERS WELFARE TRUST FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $650,689, expenses of $585,958 and total assets of $1,015,767 at year end.
Other nonprofits in PUTNAM VALLEY
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- EDEN VILLAGE CAMP INC EIN 26-4373931 · last filed 990 for 2024
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- JUST PLAY SOCCER CLUB INC EIN 13-4126008 · last filed 990 for 2025
- PUTNAM VALLEY FREE LIBRARY EIN 14-1495553 · last filed 990 for 2025
- PUTNAM VALLEY VOLUNTEER AMBULANCE CORP INC EIN 06-1313317 · last filed 990 for 2024
- ZIMKIDS ORPHAN FOUNDATION EIN 80-0930138 · last filed 990-EZ for 2025
- PUTNAM VALLEY FEDERATION OF TEACHERS LOCAL 1867 NYSUT EIN 23-7016745 · last filed 990-EZ for 2025