Nonprofit · EIN 91-2003765
NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN
Tax-exempt · TRENTON, NJ 08607
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $20,620,247 | $8,451,879 | $12,168,368 | $196,445,238 | $0 | $196,445,238 |
| August 31, 2024 | 990 | $24,435,161 | $7,278,844 | $17,156,317 | $184,690,132 | $0 | $184,690,132 |
| August 31, 2023 | 990 | $24,578,726 | $7,031,233 | $17,547,493 | $151,972,607 | $0 | $151,972,607 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $14,020,531
- Investment income
- $6,599,716
- Net gain from sales of assets
- $876,085
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $7,787,468
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $184,690,132
- Total assets, end of year
- $196,445,238
- Total liabilities, end of year
- $0
- Net assets, end of year
- $196,445,238
- Publicly traded securities
- $195,352,523
- Gross receipts
- $188,340,943
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1998
- 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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SEAM M SPILLER | PRESIDENT Trustee or director | 2 | $0 | $395,879 | $166,736 |
| STEVE BEATTY | VICE PRESIDENT Trustee or director | 2 | $0 | $302,475 | $120,888 |
| MATTHEW DIRADO | ADMINISTRATOR Key employee | 2 | $0 | $312,856 | $102,163 |
| PETAL T ROBERTSON | SECRETARY-TREASURER Trustee or director | 2 | $0 | $298,886 | $62,606 |
| ROBERT M LAMORTE | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| MADISON F BACA | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| CHRISTINE SAMPSON-CLARK | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| MARIE K BATTIST-ROCK | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| RICHARD F D'AVANZO | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| COLLEEN C GILMARTIN | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| RONALD F GRECO | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| RYAN GRIFFIN | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| KAROLINE BETHEA-JONES | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| MARK RICHARDS | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| THERESA L FULLER | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
29 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAUREN B GREENFIELD | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| JENNIFER HERRICK | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| STEVEN C KOUMOULIS | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| LAURIE A O'BRIEN | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| SUSAN MCBRIDE | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| PETER J MORAN | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| ASHANTI T RANKIN | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| BRENDA BRATHWAITE | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| TARSHA LAWSON | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| LOIS YUKNA | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| LAURIE GIBSON-PARKER | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| KERRI LEE FARRELL | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| AMY L SALINGER | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| ESTHER A FLETCHER | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| TAMMI J LEE | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| SUSAN R VALA | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| MARCO A MARTINEZ | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| TAMARA Y BEATTY | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| TOBYN DE MARCO | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| TEMIKA LANGSTON-MYERS | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| CARLA MANCUSO | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| BIANCA M NICOLESCU | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| SHARON L ORTIZ | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| BARBARA B RHEAULT | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| LISA M SIMONE | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| MELISSA TOMLINSON | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| JOAN M WRIGHT | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| MELISSA VEGA | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
| MATTHEW YURO | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 |
990 for the year ended August 31, 2024: 42 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SEAN M SPILLER | PRESIDENT Trustee or director | 2 | $0 | $382,148 | $195,157 |
| MATTHEW DIRADO | ADMINISTRATOR Key employee | 2 | $0 | $296,637 | $155,671 |
| STEVE BEATTY | VICE PRESIDENT Trustee or director | 2 | $0 | $288,443 | $151,655 |
| PETAL T ROBERTSON | SECRETARY-TREASURER Trustee or director | 2 | $0 | $283,175 | $71,736 |
| ROBERT M LAMORTE | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| FRANCISCO C BARQUIN | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| CHRISTINE SAMPSON-CLARK | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| MARIE K BATTIST-ROCK | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| RICHARD F D'AVANZO | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| COLLEEN C GILMARTIN | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| RONALD F GRECO | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| RYAN GRIFFIN | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| MICHAEL E FRANK | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| MARK RICHARDS | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| THERESA L FULLER | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| JENNIFER HERRICK | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| STEVEN C KOUMOULIS | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| LAURIE A O'BRIEN | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| SUSAN MCBRIDE | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| PETER J MORAN | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| ASHANTI T RANKIN | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| BRENDA BRATHWAITE | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| TARSHA LAWSON | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| LOIS YUKNA | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| LAURIE GIBSON-PARKER | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| KERRI LEE FARRELL | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| AMY L SALINGER | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| ESTHER A FLETCHER | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| TAMMI J LEE | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| SUSAN R VALA | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| MARCO A MARTINEZ | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| TAMARA Y BEATTY | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| BIANCA M NICOLESCU | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| TEMIKA LANGSTON-MYERS | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| CARLA MANCUSO | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| DAWN A NICHOL-MANNING | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| BARBARA B RHEAULT | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| LISA M SIMONE | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| MELISSA TOMLINSON | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| JOAN M WRIGHT | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| STACY A YANKO | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| MATTHEW YURO | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended August 31, 2023: 42 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SEAN M SPILLER | PRESIDENT Trustee or director | 2 | $0 | $370,096 | $69,569 |
| STEVE BEATTY | VICE PRESIDENT Trustee or director | 2 | $0 | $277,827 | $61,141 |
| PETAL T ROBERTSON | SECRETARY-TREASURER Trustee or director | 2 | $0 | $271,670 | $47,197 |
| MATTHEW DIRADO | ADMINISTRATOR Key employee | 2 | $0 | $281,392 | $33,716 |
| MARIE E BLISTAN | IMMEDIATE PAST PRESIDENT Trustee or director | 2 | $0 | $0 | $0 |
| ROBERT M LAMORTE | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| FRANCISCO C BARQUIN | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| CHRISTINE SAMPSON-CLARK | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| ANITA KOBER | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| RICHARD F D'AVANZO | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| COLLEEN C GILMARTIN | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| RONALD F GRECO | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| RYAN GRIFFIN | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| PETER A HELFF | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| MARK RICHARDS | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| SUSAN S BUTTERFIELD | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| JANIE JONES-BROWN | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| STEVEN C KOUMOULIS | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| SUSAN MCBRIDE | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| PETER J MORAN | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| ASHANTI T RANKIN | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| BRENDA BRATHWAITE | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| MARILYN EDGE | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| LOIS YUKNA | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| LAURIE GIBSON-PARKER | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| KERRI LEE FARRELL | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| AMY L SALINGER | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| ESTHER A FLETCHER | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| TAMMI J LEE | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| SUSAN R VALA | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| SARAH M ADAMO | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| TAMARA Y BEATTY | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| HEIDI C BRACHE | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| TEMIKA LANGSTON-MYERS | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| CARLA MANCUSO | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| DAWN A NICHOL-MANNING | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| BARBARA B RHEAULT | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| LISA M SIMONE | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| MELISSA TOMLINSON | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| JOAN M WRIGHT | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| STACY A YANKO | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
| MATTHEW YURO | EXECUTIVE COMMITTEE Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1211, TRENTON, NJ 08607-1211
- In care of
- % KAREN KRYVEN
- Principal officer (990 for 2024)
- STEVE BEATTY, 180 W STATE STREET PO BOX 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 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.
Program accomplishments
- TO PROVIDE MEDICAL, PRESCRIPTION, VISION, DENTAL, DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS AND MEDICARE B REIMBURSEMENTS.
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 91-2003765
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2000
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $196,445,238
- Income (IRS master file)
- $188,340,943
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $20,620,247 | $8,451,879 | $196,445,238 | XML |
| 990 | August 2024 | $24,435,161 | $7,278,844 | $184,690,132 | XML |
| 990 | August 2023 | $24,578,726 | $7,031,233 | $151,972,607 | XML |
| 990 | August 2022 | $33,144,157 | $10,074,295 | $131,896,753 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 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 91-2003765).
Questions about NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN
- What is the EIN of NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN?
- The employer identification number (EIN) of NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN is 91-2003765.
- Is NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2000.
- Are donations to NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN 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 NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN?
- The 990 for the year ended August 31, 2025 names STEVE BEATTY.
- Who are the officers and directors of NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN?
- The 990 for the year ended August 31, 2025 lists 44 people; 0 received compensation from the organization.
- How much revenue does NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $20,620,247, expenses of $8,451,879 and total assets of $196,445,238 at year end.
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