Civic Intelligence

New Jersey Education Association Health and Welfare Benefits Trust

990 • Fiscal year 2015 • EIN 91-2003765

Sep 01, 2014 to Aug 31, 2015 • Filed on Jul 12, 2016

180 W State Street PO Box 1211Trenton, NJ 08607-1211

(609) 599-4561

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

97th percentile

$588,025

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Asset Growth

55th percentile

2.6%

Faster asset growth than 55% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

87th percentile

21%

Faster revenue growth than 87% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Assets

Up

$61,064,296

Up $1,528,695 (+2.6%) from 2014

Net Assets

Up

$61,064,296

Up $1,541,820 (+2.6%) from 2014

Liabilities

Down

$0

Down $13,125 (-100%) from 2014

Revenue

Up

$7,959,229

Up $1,362,012 (+21%) from 2014

Expenses

Down

$3,839,777

Down $964,253 (-20%) from 2014

Net Income

Up

$4,119,452

Up $2,326,265 (+130%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$150M$100M$50M$0Assets 2010: $30,092,751Liabilities 2010: $0Net Assets 2010: $30,092,7512010Assets 2011: $37,802,823Liabilities 2011: $0Net Assets 2011: $37,802,8232011Assets 2012: $45,419,977Liabilities 2012: $0Net Assets 2012: $45,419,9772012Assets 2013: $51,848,211Liabilities 2013: $5,476Net Assets 2013: $51,842,7352013Assets 2014: $59,535,601Liabilities 2014: $13,125Net Assets 2014: $59,522,4762014Assets 2015: $61,064,296Liabilities 2015: $0Net Assets 2015: $61,064,2962015Assets 2016: $64,968,936Liabilities 2016: $0Net Assets 2016: $64,968,9362016Assets 2017: $72,612,126Liabilities 2017: $0Net Assets 2017: $72,612,1262017Assets 2018: $80,608,280Liabilities 2018: $0Net Assets 2018: $80,608,2802018Assets 2019: $90,512,173Liabilities 2019: $0Net Assets 2019: $90,512,1732019Assets 2020: $109,448,668Liabilities 2020: $0Net Assets 2020: $109,448,6682020Assets 2021: $144,936,823Liabilities 2021: $0Net Assets 2021: $144,936,8232021Assets 2022: $131,896,753Liabilities 2022: $0Net Assets 2022: $131,896,7532022Assets 2023: $151,972,607Liabilities 2023: $0Net Assets 2023: $151,972,6072023Assets 2024: $184,690,132Liabilities 2024: $0Net Assets 2024: $184,690,1322024

Highlighted filing

2015

Assets$61,064,296
Liabilities$0
Net Assets$61,064,296

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0Expenses 2010: $202,9672010Expenses 2011: $227,2562011Expenses 2012: $3,836,8822012Expenses 2013: $3,761,0262013Revenue 2014: $6,597,217Expenses 2014: $4,804,030Net Income 2014: $1,793,1872014Revenue 2015: $7,959,229Expenses 2015: $3,839,777Net Income 2015: $4,119,4522015Revenue 2016: $6,711,282Expenses 2016: $4,694,171Net Income 2016: $2,017,1112016Revenue 2017: $7,542,136Expenses 2017: $5,012,407Net Income 2017: $2,529,7292017Revenue 2018: $15,872,419Expenses 2018: $5,480,821Net Income 2018: $10,391,5982018Revenue 2019: $18,982,925Expenses 2019: $5,679,239Net Income 2019: $13,303,6862019Revenue 2020: $21,402,550Expenses 2020: $6,290,963Net Income 2020: $15,111,5872020Revenue 2021: $20,956,331Expenses 2021: $6,541,159Net Income 2021: $14,415,1722021Revenue 2022: $33,144,157Expenses 2022: $10,074,295Net Income 2022: $23,069,8622022Revenue 2023: $24,578,726Expenses 2023: $7,031,233Net Income 2023: $17,547,4932023Revenue 2024: $24,435,161Expenses 2024: $7,278,844Net Income 2024: $17,156,3172024

Highlighted filing

2015

Revenue$7,959,229
Expenses$3,839,777
Net Income$4,119,452
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jul 12, 2016
Return Version
2014v6.0
Gross Receipts
$51,683,296
Mission and Program Overview

Mission

The welfare benefits provided by the plan include medical, prescription, vision, dental, disability, life, accidental death and dismemberment benefits and medicare b reimbursements. Participants should refer to the summary plan description for more complete information.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$59,522,476$61,064,296▲ $1,541,820
Investments in Publicly Traded Securities$57,991,263$60,649,215▲ $2,657,952
Savings and Temporary Cash Investments$1,531,205$277,810▼ $1,253,395
Prepaid Expenses and Deferred Charges-$137,152-
Accounts Receivable$13,133$119▼ $13,014
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$59,535,601$61,064,296▲ $1,528,695
Liabilities
Accounts Payable and Accrued Expenses$13,125--
Total Liabilities$13,125$0▼ $13,125
Net Assets / Fund Balance
Total Net Assets Fund Balance$59,522,476$61,064,296▲ $1,541,820
Total Liabilities and Net Assets / Fund Balance$59,535,601$61,064,296▲ $1,528,695
Compensation and Service Providers

Board Members and Trustees

NameTitle
Wendell F SteinhauerPresident
Marie E BlistanVice President
Edward RichardsonExecutive Director
Matthew DiradoAdministrator
Sean M SpillerSecretary / Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Benistar Admin ServicesAdminstrative100 ILLINOIS STREET 260, St Charles, IL 60174$1,333,240
Horizon Healthcare Services INCClaims Processing3 PENN PLAZA, Newark, NJ 07105$209,124
Wells FargoInvestment Services123 S BROAD ST, Philadelphia, PA 19109$116,187
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,407,792
Investment Income
$2,551,437
Other Revenue
$0
Change in Net Assets
$4,119,452

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,959,229
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$6,270,482
Total Revenue per Audited Statements
$14,229,711
Total Revenue per Form 990
$7,959,229
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$116,187
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$3,723,590
Fees for Service Investment Mgmnt Fees---$116,187
Total Functional Expenses$0$0$0$3,839,777

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$12,687,891
Expenses Not Reported on Form 990$8,848,114
Expenses per Audited Statements$3,839,777
Total Expenses per Form 990$3,839,777
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

New jersey education association health and welfare benefits plan's form 990 is prepared by its independent accountant. The return is then forwarded to the trustees for reveiw and signature.

Form 990, Part VI, Section C, Line 19

New jersey education association health and welfare benefits plan makes its governing documents and financial statments available to the public upon request.

Filing and Contact Details

Filer

Filer Name
New Jersey Education Association
EIN
91-2003765
Phone
6095994561
Address
180 W STATE STREET PO BOX 1211, TRENTON, NJ 08607-1211

Signing Officer

Name
Sean M Spiller
Title
Treasurer
Phone
6095994561
Signed
2016-07-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sean M Spiller
Formed
1998
Legal Domicile
Nj
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
ONE PRESIDENTIAL BLVD SUITE 330, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

FORM 990, PART X11, LINE 2C:

New jersey education association health and welfare benefits plan's board of trustees is responsible for overseeing the financial statement audit and selection of the independent accountant that performs the audit.

Financial Statement Notes

PART X, LINE 2:

Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that, more likely than not, would not be sustained upon examination by u.s. Federal, state, or local taxing authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, plan tax years will remain open for three years; however, this may differ depending upon the circumstances of the plan.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Amounts paid directly by plan sponsor 8,848,114.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Amounts paid directly by plan sponsor 8,848,114.

Raw XML AppendixShowing 400 of 517 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY / TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE DIRECTOR
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1AMOUNTS PAID DIRECTLY BY PLAN SPONSOR 8,848,114.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2AMOUNTS PAID DIRECTLY BY PLAN SPONSOR 8,848,114.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
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IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0317743
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1218055
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2216049
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3209455
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4328701
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt0140898
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt185709
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt232717
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt328603
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt4225450
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt032693
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt132693
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt232693
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt332693
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt433874
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0WENDELL F STEINHAUER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MARIE E BLISTAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2SEAN M SPILLER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3MATTHEW DIRADO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4EDWARD RICHARDSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2SECRETARY / TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0491334
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1336457
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2281459
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3270751
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt4588025
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN'S FORM 990 IS PREPARED BY ITS INDEPENDENT ACCOUNTANT. THE RETURN IS THEN FORWARDED TO THE TRUSTEES FOR REVEIW AND SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT THAT PERFORMS THE AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART X11, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NEW JERSEY EDUCATION ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1NJEA EMPLOYEES' RETIREMENT TRUST FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2NJEA SUPPLEMENTAL SAVINGS PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3NEW JERSEY EDUCATION ASSOCIATION POLITCIAL ACTION COMMITTEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4FREDERICK L HIPP FOUNDATION FOR EXCELLENCE IN EDUCATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5NJEA BOLIVAR L GRAHAM INTERN FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6PAUL DIMITRIADIS RIGHTS FUND INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt7NJEA MEMBER BENEFIT FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt8GARDEN STATE FORWARD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt9NJEA AFFILIATES RISK GROUP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0210524390
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1210524390
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2210524390
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3222911965
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4223277861
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN5222165927
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN6222306050
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN7134270499
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN8462383979
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN9472729925
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1401(A)/501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2401(A)/501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3SECTION 527
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt5501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt6501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt7501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt8SECTION 527
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt9501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd5NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd6NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd7NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd8NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd9NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3POLITICAL ACTION COMMITTEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4CHARITABLE ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt5CHARITABLE ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt6LABOR ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt7WELFARE BENEFIT FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt8POLITICAL ACTION COMMITTEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt9CHARITABLE ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(B)(1)(A)(VI)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1509(A)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0180 W STATE STREET PO BOX 1211
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1180 W STATE STREET PO BOX 1211
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2180 W STATE STREET PO BOX 1211
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3180 W STATE STREET PO BOX 1211
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt4180 W STATE STREET PO BOX 1211
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt5180 W STATE STREET PO BOX 1211
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt6180 W STATE STREET PO BOX 1211
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt7180 W STATE STREET PO BOX 1211
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt8180 W STATE STREET PO BOX 1211
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt9180 W STATE STREET PO BOX 1211
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TRENTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1TRENTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2TRENTON

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$185$0.00$185$24.4$7.28$17.2
2023Summary only. Only limited summary data is available for this year.$152$0.00$152$24.6$7.03$17.5
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$132$0.00$132$33.1$10.1$23.1
2021Summary only. Only limited summary data is available for this year.$145$0.00$145$21.0$6.54$14.4
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$109$0.00$109$21.4$6.29$15.1
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$90.5$0.00$90.5$19.0$5.68$13.3
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.6$0.00$80.6$15.9$5.48$10.4
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.6$0.00$72.6$7.54$5.01$2.53
2016Detailed filing. Detailed filing data is available for this year.$65.0$0.00$65.0$6.71$4.69$2.02
2015Detailed filing. Detailed filing data is available for this year.$61.1$0.00$61.1$7.96$3.84$4.12
2014Summary only. Only limited summary data is available for this year.$59.5$0.01$59.5$6.60$4.80$1.79
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.8$0.01$51.8$3.76
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.4$0.00$45.4$3.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.8$0.00$37.8$0.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.1$0.00$30.1$0.20
Peer Organizations

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