REFRIGERATION AC & SERVICE DIV UA-NJ EDUCATION FUND - CO IE SHAFFER & CO

EIN: 237036586 501(c)(3)

WEST TRENTON, NJ

Total Revenue
$2,239,718
Total Expenses
$1,861,685
Total Assets
$4,041,056
Net Assets
$4,008,605
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1969
Legal Domicile
NJ
Principal Officer
GERARD MARSHALL JR
Phone
6097181323
Tax Period
2024-03-01 to 2025-02-28

REFRIGERATION AC & SERVICE DIV UA-NJ EDUCATION FUND - CO IE SHAFFER & CO, founded in 1969, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $378K, a strong 17% operating margin.

Mission

PROVIDE APPRENTICESHIP TRAINING AND CONTINUING EDUCATION FOR JOURNEYMEN AND ELIGIBLE PARTICIPANTS

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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 $2,143,341
Investment Income $96,343
Other Revenue $34
TOTAL REVENUE $2,239,718

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,220,270
Fundraising Expenses $0
Program Expenses $1,674,231
Other Expenses $641,415
TOTAL EXPENSES $1,861,685

Year-over-Year Comparison

2024 2023 Change
Revenue $2,239,718 $2,051,050 +0.1%
Expenses $1,861,685 $1,894,474 0.0%
Net Income $378,033 $156,576 +1.4%
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
10
Independent Members
10
Employees
6
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
0
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GERARD MARSHALL JR COORDINATOR 40.00
$163,335 $63,391 $226,726
MICHAEL USELOFF INSTRUCTOR 40.00
$147,030 $61,142 $208,172
ALBERT R KESTNEHOLZ INSTRUCTOR 40.00
$142,749 $59,980 $202,729
RUBEN CRUZ INSTRUCTOR 40.00
$140,767 $59,148 $199,915
JEREMIAH SCHWENGER INSTRUCTOR 40.00
$123,709 $51,755 $175,464
SEAN SULLIVAN TRUSTEE 0.00
Director
$0 $0 $0
BRIAN HUGHES TRUSTEE 0.00
Director
$0 $0 $0
THOMAS PADO TRUSTEE 0.00
Director
$0 $0 $0
PHILLIP PETILLO TRUSTEE 0.00
Director
$0 $0 $0
SHAUN SULLIVAN TRUSTEE 0.00
Director
$0 $0 $0
DEAN FEASEL TRUSTEE 0.00
Director
$0 $0 $0
JOSEPH D HARKINS TRUSTEE 0.00
Director
$0 $0 $0
GERALD DECARLO TRUSTEE 0.00
Director
$0 $0 $0
RENEE FIORELLI TRUSTEE 0.00
Director
$0 $0 $0
DAVID KIRGAN TRUSTEE 0.00
Director
$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 $2,239,718 $1,861,685 $4,041,056 $378,033
2024 $2,051,050 $1,894,474 $3,606,951 $156,576
2023 $2,048,642 $1,834,241 $3,392,113 $214,401
2022 $1,833,417 $1,687,214 $3,207,774 $146,203
2021 $1,924,497 $1,693,062 $3,071,717 $231,435
2020 $1,918,437 $1,781,024 $2,846,593 $137,413
2019 $1,741,568 $1,574,402 $2,713,761 $167,166
2018 $1,680,319 $1,538,653 $2,552,658 $141,666
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