Nonprofit · EIN 13-4270499
NJEA MEMBER BENEFIT FUND
Tax-exempt · TRENTON, NJ 08607
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $458,184 | $667,242 | -$209,058 | $1,432,745 | $0 | $1,432,745 |
| September 30, 2024 | 990 | $540,913 | $644,871 | -$103,958 | $1,641,803 | $0 | $1,641,803 |
| September 30, 2023 | 990 | $449,665 | $610,248 | -$160,583 | $1,745,761 | $0 | $1,745,761 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $414,174
- Investment income
- $44,010
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $30,000
- Benefits paid to members
- $529,070
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $8,300
Balance sheet and other
- Total assets, start of year
- $1,641,803
- Total assets, end of year
- $1,432,745
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,432,745
- Gross receipts
- $458,184
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2003
- State of legal domicile
- NJ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KEVIN KELLEHER | TRUSTEE Trustee or director | 2 | $0 | $448,086 | $182,917 |
| SEAN M SPILLER | TRUSTEE(P) Trustee or director | 2 | $0 | $395,879 | $166,736 |
| STEVE BEATTY | TRUSTEE Trustee or director | 2 | $0 | $302,475 | $120,888 |
| PETAL ROBERTSON | TRUSTEE Trustee or director | 2 | $0 | $298,886 | $62,606 |
| TINA DARE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 4 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KEVIN KELLEHER | TRUSTEE Trustee or director | 2 | $0 | $434,198 | $437,789 |
| SEAN M SPILLER | TRUSTEE Trustee or director | 2 | $0 | $382,148 | $195,157 |
| STEVE BEATTY | TRUSTEE Trustee or director | 2 | $0 | $288,443 | $151,655 |
| PETAL ROBERTSON | TRUSTEE Trustee or director | 2 | $0 | $283,175 | $71,736 |
990 for the year ended September 30, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVE SWETSKY | TRUSTEE (P) Trustee or director | 2 | $0 | $430,502 | $318,515 |
| KEVIN KELLEHER | TRUSTEE Trustee or director | 2 | $0 | $373,681 | $120,267 |
| SEAN M SPILLER | TRUSTEE Trustee or director | 2 | $0 | $370,096 | $69,569 |
| STEVE BEATTY | TRUSTEE Trustee or director | 2 | $0 | $277,827 | $61,141 |
| PETAL ROBERTSON | TRUSTEE Trustee or director | 2 | $0 | $271,670 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1211, TRENTON, NJ 08607-1211
- In care of
- % NEW JERSEY EDUCATION ASSOCIATION
- Principal officer (990 for 2024)
- STEVE BEATTY, 180 WEST STATE STREET POBOX 1211, TRENTON, NJ 086071211
- Signed the 990
- TINA DARE, SECRETARY TREASURER
- Phone
- (609) 599-4561
- Website
- WWW.NJEA.ORG
- Return prepared by
- NOVAK FRANCELLA LLC
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.
Program accomplishments
- THE FUND MAKES AVAILABLE GROUP INSURANCE AND OTHER WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENFICIARIES THROUGH INSURANCE POLICIES AND CONTRACTS WITH OTHER BENEFIT PROVIDERS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 13-4270499
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2005
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $1,432,745
- Income (IRS master file)
- $458,184
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $458,184 | $667,242 | $1,432,745 | XML |
| 990 | September 2024 | $540,913 | $644,871 | $1,641,803 | XML |
| 990 | September 2023 | $449,665 | $610,248 | $1,745,761 | XML |
| 990 | September 2022 | $411,263 | $435,019 | $1,906,344 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-4270499).
Questions about NJEA MEMBER BENEFIT FUND
- What is the EIN of NJEA MEMBER BENEFIT FUND?
- The employer identification number (EIN) of NJEA MEMBER BENEFIT FUND is 13-4270499.
- Is NJEA MEMBER BENEFIT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2005.
- Are donations to NJEA MEMBER BENEFIT FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NJEA MEMBER BENEFIT FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NJEA MEMBER BENEFIT FUND due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NJEA MEMBER BENEFIT FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of NJEA MEMBER BENEFIT FUND?
- The 990 for the year ended September 30, 2025 names STEVE BEATTY.
- Who are the officers and directors of NJEA MEMBER BENEFIT FUND?
- The 990 for the year ended September 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does NJEA MEMBER BENEFIT FUND have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $458,184, expenses of $667,242 and total assets of $1,432,745 at year end.
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