2024-07-12T14:48:09-05:00 2023-09-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2022-10-01 134270499 NJEA MEMBER BENEFIT FUND NJEA 6095994561 180 WEST STATE STREET POBOX 1211 TRENTON NJ 086071211 PETAL ROBERTSON SECRETARY TREASURER 6095994561 2024-07-12 1 PETAL ROBERTSON 999009999 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-06-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SEAN M SPILLER 180 WEST STATE STREET POBOX 1211 TRENTON NJ 086071211 449665 0 X WWW.NJEA.ORG X 2003 NJ 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. 4 0 0 0 0 0 0 0 406665 407701 4598 41964 0 0 411263 449665 138000 24000 267301 474496 0 0 0 0 0 29718 111752 435019 610248 -23756 -160583 1906344 1745761 0 0 1906344 1745761 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. 0 0 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. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 4 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X KRISTEN SHERMAN 6095994561 180 W STATE STREET PO BOX 1211 TRENTON NJ 086071211 STEVE SWETSKY TRUSTEE (P) 2.00 40.00 X 0 430502 318515 SEAN M SPILLER TRUSTEE 2.00 40.00 X 0 370096 69569 STEVE BEATTY TRUSTEE 2.00 40.00 X 0 277827 61141 PETAL ROBERTSON TRUSTEE 2.00 40.00 X 0 271670 0 KEVIN KELLEHER TRUSTEE 2.00 40.00 X 0 373681 120267 0 1723776 569492 0 0 1 0 UNIVERSITY BEHAVIORAL HEALTHCARE 671 HOES LANE WEST PISCATAWAY NJ 08854 AID HOTLINE & MARP PROGRAM 474496 1 MEMBERSHIP LISTING FEE 900099 314404 314404 COMPENSATION FOR AFFIL 900099 93297 93297 407701 41964 41964 449665 407701 0 41964 24000 474496 15625 86966 2075 7086 610248 1906344 1745761 1906344 1745761 0 0 X 0 0 0 0 1906344 1745761 1906344 1745761 1906344 1745761 -160583 0 X X 0 1 X 1 0 0 X 449665 0 449665 0 449665 610248 0 610248 0 610248 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 THE 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. 0 NJEA DISASTER RELIEF & MEMBER BENEFIT RELIEF FUND 180 W STATE STREET TRENTON NJ 08608 210524390 501(C)(5) 24000 0 FINANCIAL SUPPORT FOR RELIEF BENEFIT PAYMENTS 0 1 X 0 0 0 STEVE SWETSKY TRUSTEE (P) 0 430502 0 0 0 0 0 290448 0 28067 0 749017 0 0 KEVIN KELLEHER TRUSTEE 0 373681 0 0 0 0 0 92200 0 28067 0 493948 0 0 SEAN M SPILLER TRUSTEE 0 370096 0 0 0 0 0 20829 0 48740 0 439665 0 0 STEVE BEATTY TRUSTEE 0 277827 0 0 0 0 0 33074 0 28067 0 338968 0 0 PETAL ROBERTSON TRUSTEE 0 271670 0 0 0 0 0 0 0 0 0 271670 0 0 FORM 990, PART VI, SECTION B, LINE 11B NEW JERSEY EDUCATION ASSOCIATION MEMBER BENEFITS FUND FORM 990 IS PREPARED BY ITS INDEPENDENT ACCOUNTANT. THE RETURN IS THEN FORWARDED TO THE TRUSTEES FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION C, LINE 19 NEW JERSEY EDUCATION ASSOCIATION MEMBER BENEFITS FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990. PART XII, LINE 2C: NEW JERSEY EDUCATION ASSOCIATION MEMBER BENEFITS FUND BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT THAT PERFORMS THE AUDIT. NEW JERSEY EDUCATION ASSOCIATION 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 210524390 LABOR ORGANIZATION NJ 501(C)(5) 0 NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS TRUST 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 912003765 VEBA NJ 501(C)(9) 0 NJEA EMPLOYEES RETIREMENT TRUST FUND 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 210524390 PENSION FUND NJ 401(A) 0 NJEA SUPPLEMENTAL SAVINGS PLAN 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 210524390 PENSION FUND NJ 401(A) 0 NEW JERSEY EDUCATION ASSOCIATION POLITICAL ACTION COMMITTEE 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 222911965 SECTION 527 NJ 527 0 FREDERICK L HIPP FOUNDATION FOR EXCELLENCE 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 223277861 CHARITY NJ 501(C)(3) 170(B)(1)(A)(VI) 0 NJEA BOLIVAR GRAHAM FOUNDATION 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 222165927 CHARITY NJ 501(C)(3) 509(A)(3) 0 PAUL DIMITRIADIS RIGHTS FUND INC 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 222306050 LABOR ORGANIZATION NJ 501(C)(5) 0 GARDEN STATE FORWARD 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 462383979 SECTION 527 NJ 527 0 NJEA AFFILIATES RISK GROUP 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 472729925 CHARITY NJ 501(C)(3) 509(A)(3) 0 NJEA TEACHER LEADER ACADEMY 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 364929813 SCHOOL NJ 501(C)(3) LINE 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 NJEA DISASTER RELIEF FUND B 24000 FMV