SOUTH JERSEY INDUSTRIES INC VOL EMP BEN ASSN FOR NON-UNION EMP TR

EIN: 223460845

FOLSOM, NJ

Total Revenue
$1,617,676
Total Expenses
$1,548,287
Total Assets
$18,595,489
Net Assets
$18,595,489
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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
1996
Legal Domicile
NJ
Phone
6095619000
Tax Period
2024-01-01 to 2024-12-31

SOUTH JERSEY INDUSTRIES INC VOL EMP BEN ASSN FOR NON-UNION EMP TR, founded in 1996, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $1.5M left a modest 4% surplus.

Mission

FUNDING POST RETIREMENT EMPLOYEE BENEFITS

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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 $53,161
Other Revenue $1,564,515
TOTAL REVENUE $1,617,676

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $0
Other Expenses $295,330
TOTAL EXPENSES $1,548,287

Year-over-Year Comparison

2024 2023 Change
Revenue $1,617,676 $2,148,085 -0.2%
Expenses $1,548,287 $1,767,153 -0.1%
Net Income $69,389 $380,932 -0.8%
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

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Governance

Voting Members
1
Independent Members
N/A
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
1
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SCOTT BARR VP CONTROLLER 0.00
Officer
$0 $0 $0
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
2025 No data No data No data No data
2024 $1,617,676 $1,548,287 $18,595,489 $69,389
2023 $2,148,085 $1,767,153 $18,526,100 $380,932
2022 $-2,362,356 $719,234 $18,145,168 $-3,081,590
2021 $2,152,233 $229,129 $21,226,758 $1,923,104
2020 $1,680,628 $217,065 $19,303,654 $1,463,563
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