DISTRICT 1199J NEW JERSEY HEALTH C… - Form 990 Financial Data

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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

1987

Legal Domicile

Principal Officer

STEPHANIE HARRIS-KUIPER

Phone

9736431600

Tax Period

2023-01-01 to 2023-12-31

DISTRICT 1199J NEW JERSEY HEALTH CARE EMPLOYERS TRAINING & EDUCATION FUND, founded in 1987, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $1.0M left a modest 11% surplus.

Mission

TO PROVIDE EDUCATIONAL BENEFITS FOR ELIGIBLE EMPLOYEES COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND CONTRIBUTING EMPLOYERS.

Program Service Accomplishments

Program 1

TO PROVIDE EDUCATIONAL BENEFITS FOR ELIGIBLE EMPLOYEES COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND CONTRIBUTING EMPLOYERS.

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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 $507,639

Program Service Revenue $575,241

Investment Income $8,199

Other Revenue $38,583

TOTAL REVENUE $1,129,662

Expense Breakdown

Grants Paid $0

Salaries & Benefits $586,070

Fundraising Expenses $0

Other Expenses $398,016

TOTAL EXPENSES $1,007,065

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,129,662	$1,003,347	+0.1%
Expenses	$1,007,065	$962,904	+0.0%
Net Income	$122,597	$40,443	+2.0%

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

$165,203

Total Directors

$531,063

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN M CLEARY	TRUSTEE	2.00	Director	$0	$0	$163,945
CRAIG A FORD	TRUSTEE	2.00	Director	$0	$0	$135,854
PHYLLIS SHIVERS	TRUSTEE	2.00	Director	$0	$0	$115,851
GRISEL M ANTON	TRUSTEE (P)	2.00	Director	$0	$0	$115,413
ZACHARY LIPNER	TRUSTEE	2.00	Director	$0	$0	$0
ALFRED TORRES	TRUSTEE	2.00	Director	$0	$0	$0
GREGORY RIVERA	TRUSTEE	2.00	Director	$0	$0	$0
RAQUEL MORIAN	TRUSTEE (P)	2.00	Director	$0	$0	$0
DARYN MARTIN	TRUSTEE	2.00	Director	$0	$0	$0
STEPHANIE HARRIS-KUIPER	EXECUTIVE DIRECTOR	35.00	Officer	$121,339	$43,864	$165,203

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	$1,129,662	$1,007,065	$1,027,445	$122,597
2022	$1,003,347	$962,904	$629,086	$40,443
2021	$769,913	$734,549	$398,290	$35,364
2020	$765,652	$731,107	$364,771	$34,545
2019	$897,155	$800,314	$325,539	$96,841
2018	$727,418	$716,878	$239,112	$10,540

DISTRICT 1199J NEW JERSEY HEALTH CARE EMPLOYERS TRAINING & EDUCATION FUND