NEW YORK NEW JERSEY REGIONAL JOINT BOARD (EIN 134908365) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1913

Legal Domicile

Principal Officer

JULIE KELLY

Phone

2124753131

Tax Period

2023-01-01 to 2023-12-31

NEW YORK NEW JERSEY REGIONAL JOINT BOARD, founded in 1913, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Expenses of $4.0M exceeded revenue, resulting in a 26% operating deficit.

Mission

TO ORGANIZE AND REPRESENT WORKERS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,530,595

Investment Income $1,159,285

Other Revenue $471,070

TOTAL REVENUE $3,160,950

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,092,158

Fundraising Expenses $0

Other Expenses $1,891,985

TOTAL EXPENSES $3,984,143

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,160,950	$3,511,106	-0.1%
Expenses	$3,984,143	$3,865,670	+0.0%
Net Income	$-823,193	$-354,564	+1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$305,878

Total Directors

$2,416

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIO GONZALEZ	DIRECTOR	1.00	Director	$444	$0	$444
MAURICE FIELDS	DIRECTOR	1.50	Director	$1,972	$0	$1,972
DALE MASTRULL	OFFICER	1.00	Director	$0	$0	$0
JULIE KELLY	MANAGER	40.00	Officer	$141,331	$21,794	$163,125
FRED KAPLAN	SECRETARY TREASURER	40.00	Officer	$108,415	$24,895	$133,310
SONIA DELGADO	OFFICER	2.00	Officer	$0	$0	$0
EVERTON SMITH	OFFICER	0.50	Officer	$0	$0	$0
MARIO DELA CRUZ	OFFICER	0.50	Officer	$0	$0	$0
SHEILA HERISSE	OFFICER	0.50	Officer	$898	$0	$898
AGNES ORTIZ	OFFICER	0.50	Officer	$0	$0	$0
BRISEIDA VELAZQUEZ	OFFICER	0.50	Officer	$160	$0	$160
DORIS LONDONO	OFFICER	0.50	Officer	$0	$0	$0
MOAMMAR PENA	OFFICER	1.00	Officer	$0	$0	$0
NANCY PEREZ	OFFICER	5.00	Officer	$7,530	$0	$7,530
CHARLES SIMMONS	OFFICER	0.50	Officer	$0	$0	$0
VENUS SCOTT	OFFICER	0.50	Officer	$855	$0	$855

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$3,160,950	$3,984,143	$68,586,121	$-823,193
2022	$3,511,106	$3,865,670	$61,761,377	$-354,564
2021	$3,218,583	$3,225,515	$54,199,568	$-6,932
2020	$3,659,277	$3,699,163	$48,107,156	$-39,886
2019	$4,482,434	$4,252,405	$56,615,673	$230,029
2018	$12,149,291	$4,039,974	$56,145,254	$8,109,317

NEW YORK NEW JERSEY REGIONAL JOINT BOARD