Form 990 for tax year 2023
Filed by NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN.
Totals
- Total revenue
- $24,435,161
- Total expenses
- $7,278,844
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $15,046,441
- Investment income
- $9,388,720
- Other revenue
- $0
- Total assets, end of year
- $184,690,132
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $184,690,132
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: EMPLOYER CONTRIBUTIONS
total $14,988,508 · related or exempt $14,988,508
-
2b · Program service revenue: EMPLOYEE CONTRIBUTIONS
total $57,933 · related or exempt $57,933
-
3 · Investment income
total $5,529,411 · excluded $5,529,411
-
7a · Gross sales of assets other than inventory
securities $21,829,691
-
7b · Less cost or other basis and sales expenses
securities $17,970,382
-
7c · Gain or loss
securities $3,859,309
-
7d · Net gain or loss
total $3,859,309 · excluded $3,859,309
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $6,785,215
-
11f · Fees: investment management
total $493,629
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $508,300 · end of year $1,855,014
-
4 · Accounts receivable
beginning of year $208,467 · end of year $238,408
-
9 · Prepaid expenses and deferred charges
end of year $12,369
-
11 · Investments: publicly traded securities
beginning of year $151,255,840 · end of year $182,584,341
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $151,972,607 · end of year $184,690,132
Mission and programs · 2023
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.
-
TO PROVIDE MEDICAL, PRESCRIPTION, VISION, DENTAL, DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS AND MEDICARE B REIMBURSEMENTS.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Sean M SpillerSEAN M SPILLER
PRESIDENT
- Total calculated
- $577,305
- From this org
- $0
- From related orgs
- $382,148
- Other
- $195,157
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $382,148 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $144,498 related
- Nontaxable benefits
- $0 + $50,659 related
- Filer's total
- $0 + $577,305 related
-
Steve BeattySTEVE BEATTY
VICE PRESIDENT
- Total calculated
- $440,098
- From this org
- $0
- From related orgs
- $288,443
- Other
- $151,655
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $288,443 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $100,996 related
- Nontaxable benefits
- $0 + $50,659 related
- Filer's total
- $0 + $440,098 related
-
Petal T RobertsonPETAL T ROBERTSON
SECRETARY-TREASURER
- Total calculated
- $354,911
- From this org
- $0
- From related orgs
- $283,175
- Other
- $71,736
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $283,175 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $52,247 related
- Nontaxable benefits
- $0 + $19,489 related
- Filer's total
- $0 + $354,911 related
-
Robert M LamorteROBERT M LAMORTE
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Francisco C BarquinFRANCISCO C BARQUIN
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Christine Sampson-ClarkCHRISTINE SAMPSON-CLARK
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Marie K Battist-RockMARIE K BATTIST-ROCK
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Richard F D'AvanzoRICHARD F D'AVANZO
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Colleen C GilmartinCOLLEEN C GILMARTIN
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Ronald F GrecoRONALD F GRECO
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Ryan GriffinRYAN GRIFFIN
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Michael E FrankMICHAEL E FRANK
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Mark RichardsMARK RICHARDS
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Theresa L FullerTHERESA L FULLER
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Jennifer HerrickJENNIFER HERRICK
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Steven C KoumoulisSTEVEN C KOUMOULIS
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Laurie A O'BrienLAURIE A O'BRIEN
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Susan McBrideSUSAN MCBRIDE
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Peter J MoranPETER J MORAN
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Ashanti T RankinASHANTI T RANKIN
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Brenda BrathwaiteBRENDA BRATHWAITE
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Tarsha LawsonTARSHA LAWSON
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Lois YuknaLOIS YUKNA
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Laurie Gibson-ParkerLAURIE GIBSON-PARKER
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Kerri Lee FarrellKERRI LEE FARRELL
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Amy L SalingerAMY L SALINGER
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Esther A FletcherESTHER A FLETCHER
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Tammi J LeeTAMMI J LEE
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Susan R ValaSUSAN R VALA
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Marco A MartinezMARCO A MARTINEZ
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Tamara Y BeattyTAMARA Y BEATTY
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Bianca M NicolescuBIANCA M NICOLESCU
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Temika Langston-MyersTEMIKA LANGSTON-MYERS
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Carla MancusoCARLA MANCUSO
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Dawn A Nichol-ManningDAWN A NICHOL-MANNING
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Barbara B RheaultBARBARA B RHEAULT
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Lisa M SimoneLISA M SIMONE
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Melissa TomlinsonMELISSA TOMLINSON
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Joan M WrightJOAN M WRIGHT
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Stacy A YankoSTACY A YANKO
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Matthew YuroMATTHEW YURO
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Matthew DiradoMATTHEW DIRADO
ADMINISTRATOR
- Total calculated
- $452,308
- From this org
- $0
- From related orgs
- $296,637
- Other
- $155,671
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $296,637 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $105,012 related
- Nontaxable benefits
- $0 + $50,659 related
- Filer's total
- $0 + $452,308 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
NEW JERSEY EDUCATION ASSOCIATION
501(C)(5) · LABOR ORGANIZATION · NJ
-
NJEA EMPLOYEES' RETIREMENT TRUST FUND
401(A)/501(A) · PENSION FUND · NJ
-
NJEA SUPPLEMENTAL SAVINGS PLAN
401(A)/501(A) · PENSION FUND · NJ
-
NEW JERSEY EDUCATION ASSOCIATION POLITCIAL ACTION COMMITTEE
SECTION 527 · POLITICAL ACTION COMMITTEE · NJ
-
FREDERICK L HIPP FOUNDATION FOR EXCELLENCE IN EDUCATION INC
501(C)(3) · CHARITABLE ORGANIZATION · NJ
-
NJEA BOLIVAR L GRAHAM INTERN FOUNDATION
501(C)(3) · CHARITABLE ORGANIZATION · NJ
-
PAUL DIMITRIADIS RIGHTS FUND INC
501(C)(5) · LABOR ORGANIZATION · NJ
-
501(C)(9) · WELFARE BENEFIT FUND · NJ
-
GARDEN STATE FORWARD
SECTION 527 · POLITICAL ACTION COMMITTEE · NJ
-
501(C)(3) · CHARITABLE ORGANIZATION · NJ
-
501(C)(3) · SCHOOL · NJ
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 July 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541929349300914
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