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← SOUTH JERSEY ELECTRICAL WORKERS DISABILITY BNENEFITS FUNDS

Form 990 for tax year 2023

Filed by SOUTH JERSEY ELECTRICAL WORKERS DISABILITY BNENEFITS FUNDS.

Totals

Total revenue
$1,859,779
Total expenses
$1,995,164
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,831,601
Investment income
$28,178
Other revenue
$0
Total assets, end of year
$1,260,182
Total liabilities, end of year
$24,493
Net assets or fund balances, end of year
$1,235,689
Program services expenses (Part IX)
$1,900,878
Management and general expenses
$94,286
Fundraising expenses
$0
Program service expenses (Part III)
$1,900,878

Program services were 95.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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: CONTRIBUTIONS

    total $1,829,794 · related or exempt $1,829,794

  • 2b · Program service revenue: OTHER INCOME

    total $1,807 · related or exempt $1,807

  • 3 · Investment income

    total $28,178 · related or exempt $28,178

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $1,900,878 · program services $1,900,878

  • 11a · Fees: management

    total $50,000 · management and general $50,000

  • 11b · Fees: legal

    total $6,756 · management and general $6,756

  • 11c · Fees: accounting

    total $29,305 · management and general $29,305

  • 11g · Fees: other

    total $1,000 · management and general $1,000

  • 13 · Office expenses

    total $2,856 · management and general $2,856

  • 23 · Insurance

    total $4,369 · management and general $4,369

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $119,035 · end of year $38,142

  • 4 · Accounts receivable

    beginning of year $94,545 · end of year $101,229

  • 12 · Investments: other securities

    beginning of year $548,900 · end of year $490,179

  • 15 · Other assets

    beginning of year $612,606 · end of year $630,632

  • 17 · Accounts payable and accrued expenses

    beginning of year $22,751 · end of year $24,493

  • 27 · Net assets without donor restrictions

    beginning of year $1,352,335 · end of year $1,235,689

Mission and programs · 2023

Mission

PROVIDE TEMPORARY DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS

  • PROVIDE TEMPORARY DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS

    Expenses $1,900,878 · Revenue $1,859,779

As filed on the 2023 return.

Listed in Part VII

  • Daniel Cosner

    TRUSTEE

    Total calculated
    $446,839
    From this org
    $0
    From related orgs
    $281,129
    Other
    $165,710
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $281,129 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $149,591 related
    Nontaxable benefits
    $0 + $16,119 related
    Filer's total
    $0 + $446,839 related

  • Stephen M Aldrich

    TRUSTEE

    Total calculated
    $376,850
    From this org
    $0
    From related orgs
    $262,650
    Other
    $114,200
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $262,650 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $80,573 related
    Nontaxable benefits
    $0 + $33,627 related
    Filer's total
    $0 + $376,850 related

  • Jeffrey Houde

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Joseph Knecht Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Thomas J Peterson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Charles Della Vecchia

    TRUSTEE

    Total calculated
    $394,503
    From this org
    $0
    From related orgs
    $244,460
    Other
    $150,043
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $244,460 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $130,084 related
    Nontaxable benefits
    $0 + $19,959 related
    Filer's total
    $0 + $394,503 related

  • Gino Pasqualone Jr

    TRUSTEE

    Total calculated
    $336,243
    From this org
    $0
    From related orgs
    $232,175
    Other
    $104,068
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $232,175 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $71,669 related
    Nontaxable benefits
    $0 + $32,399 related
    Filer's total
    $0 + $336,243 related

  • Steven Dimatteo

    TRUSTEE

    Total calculated
    $319,589
    From this org
    $0
    From related orgs
    $195,569
    Other
    $124,020
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $195,569 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $104,061 related
    Nontaxable benefits
    $0 + $19,959 related
    Filer's total
    $0 + $319,589 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

None.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202443199349311904

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