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Nonprofiteer
← NJEA MEMBER BENEFIT FUND

Form 990 for tax year 2023

Filed by NJEA MEMBER BENEFIT FUND.

Totals

Total revenue
$540,913
Total expenses
$644,871
Contributions and grants received
$0
Grants paid
$16,000
Program service revenue
$488,926
Investment income
$51,987
Other revenue
$0
Total assets, end of year
$1,641,803
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,641,803
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: MEMBERSHIP LISTING FEE

    total $300,959 · related or exempt $300,959

  • 2b · Program service revenue: COMPENSATION FOR AFFIL

    total $187,967 · related or exempt $187,967

  • 3 · Investment income

    total $51,987 · excluded $51,987

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $16,000

  • 4 · Benefits paid to or for members

    total $586,365

  • 11c · Fees: accounting

    total $8,950

  • 12 · Advertising and promotion

    total $27,869

  • 13 · Office expenses

    total $3,389

  • 23 · Insurance

    total $2,298

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,745,761 · end of year $1,641,803

  • 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 $1,745,761 · end of year $1,641,803

Mission and programs · 2023

Mission

THE FUND MAKES AVAILABLE GROUP INSURANCE AND OTHER WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES THROUGH INSURANCE POLICIES AND OTHER CONTRACTS WITH BENEFIT PROVIDERS.

  • THE FUND MAKES AVAILABLE GROUP INSURANCE AND OTHER WELFARE BENEFITS TO ELIIGIBLE PARTICIPANTS AND THEIR BENFICIARIES THROUGH INSURANCE POLICIES AND CONTRACTS WITH OTHER BENEFIT PROVIDERS.

As filed on the 2023 return.

Listed in Part VII

  • Sean M Spiller

    TRUSTEE

    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 Beatty

    TRUSTEE

    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 Robertson

    TRUSTEE

    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

  • Kevin Kelleher

    TRUSTEE

    Total calculated
    $871,987
    From this org
    $0
    From related orgs
    $434,198
    Other
    $437,789
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $434,198 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $387,130 related
    Nontaxable benefits
    $0 + $50,659 related
    Filer's total
    $0 + $871,987 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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
11 July 2025
IRS schema version
2023v6.0
Source object
202501929349300805

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