NEW JERSEY SURPLUS LINES INSURANCE GUARANTY FUND

EIN: 222603627

BASKING RIDGE, NJ

Total Revenue
$346,856
Total Expenses
$60,764
Total Assets
$8,786,220
Net Assets
$8,776,888
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1984
Legal Domicile
NJ
Principal Officer
FRANK ROTELLA
Phone
9083827100
Tax Period
2024-01-01 to 2024-12-31

NEW JERSEY SURPLUS LINES INSURANCE GUARANTY FUND, founded in 1984, is a small nonprofit that reported $347K in total revenue in fiscal year 2024. Revenue fell 28% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $286K, a strong 82% operating margin.

Mission

NJSLIGF WAS CREATED BY NJSA 17:22-6.70 ET SEQ. THIS STATUTE ESTABLISHES A MECHANISM FOR THE PAYMENT OF "COVERED CLAIMS" OF INSOLVENT SURPLUS LINES INSURANCE COMPANIES. IT HAS BEEN FUNDED THROUGH A ONE-TIME ASSESSMENT OF ELIGIBLE SURPLUS LINES INSURERS THROUGH JULY 21, 2011, AS WELL AS A SURCHARGE ON POLICY PREMIUMS, WHICH HAS NOT BEEN ACTIVATED SINCE AUGUST 1993.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $346,409
Other Revenue $447
TOTAL REVENUE $346,856

Expense Breakdown

Grants Paid $0
Salaries & Benefits $8,780
Fundraising Expenses $0
Other Expenses $51,984
TOTAL EXPENSES $60,764

Year-over-Year Comparison

2024 2023 Change
Revenue $346,856 $482,063 -0.3%
Expenses $60,764 $52,113 +0.2%
Net Income $286,092 $429,950 -0.3%
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

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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
N/A
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
7
$1,332,541
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID RACZENBECK TRUSTEE - DIRECTOR 0.00
Director
$0 $0 $0
JESSICA SCHLEE-GILBERT TRUSTEE - DIRECTOR 0.00
Director
$0 $0 $0
N/A INSTITUTIONAL TRUSTEE 0.00
$0 $0 $0
N/A INSTITUTIONAL TRUSTEE 0.00
$0 $0 $0
N/A INSTITUTIONAL TRUSTEE 0.00
$0 $0 $0
N/A INSTITUTIONAL TRUSTEE 0.00
$0 $0 $0
N/A INSTITUTIONAL TRUSTEE 0.00
$0 $0 $0
N/A INSTITUTIONAL TRUSTEE 0.00
$0 $0 $0
N/A INSTITUTIONAL TRUSTEE 0.00
$0 $0 $0
JOSEPH DELLAFERA CHIEF EXECUTIVE OFFICER 0.00
Officer
$0 $34,369 $330,714
FRANK ROTELLA DIRECTOR OF FINANCE 0.00
Officer
$0 $11,710 $150,189
TRISH YOUNG DIRECTOR OF OPERATIONS 0.00
Officer
$0 $15,348 $196,667
MICHAEL ROMEO DIRECTOR OF CLAIMS 0.00
Officer
$0 $28,293 $210,685
RONALD CHESS DIR. OF COMPLIANCE & IT 0.00
Officer
$0 $36,410 $228,700
CHRISTOPHER LOWE GENERAL COUNSEL 0.00
Officer
$0 $3,346 $43,040
MONICA WILKES DIRECTOR OF HUMAN RESOURCES 0.00
Officer
$0 $25,323 $172,546
JASON PINTER ASST DIR OF COMPLIANCE & IT 0.00
Highest
$0 $39,042 $192,903
NICHOLAS HAMM DIRECTOR OF SIU 0.00
Highest
$0 $12,527 $171,793
RENAN BESIDO DEPUTY DIRECTOR OF CLAIMS 0.00
Highest
$0 $31,459 $188,539
KENNETH MOELLER ASST GENERAL COUNSEL 0.00
Highest
$0 $13,551 $171,884
THOMAS ANTOLA SOFTWARE DEVELOP. MANAGER 0.00
Highest
$0 $30,110 $189,350
LORI CONNORS SPECIAL COUNSEL 0.00
$0 $35,282 $268,249
WILLIAM KAHLE SPECIAL PROJECTS COORDINATOR 0.00
$0 $28,554 $147,254
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 $346,856 $60,764 $8,786,220 $286,092
2023 $482,063 $52,113 $8,497,664 $429,950
2022 $69,463 $51,818 $8,063,509 $17,645
2021 $74,455 $56,508 $8,049,354 $17,947
2020 $117,088 $42,522 $8,026,433 $74,566
2019 $1,116,575 $145,796 $7,951,851 $970,779
2018 $2,956,141 $117,139 $6,989,245 $2,839,002
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