NY NJ REGIONAL JT BD HOLDING COMPANY INC (EIN 300954667) - 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

2016

Legal Domicile

Principal Officer

JULIE KELLY

Phone

2124753131

Tax Period

2024-01-01 to 2024-12-31

NY NJ REGIONAL JT BD HOLDING COMPANY INC, founded in 2016, is a small nonprofit in the Community Improvement sector that reported $240K in total revenue in fiscal year 2024. Expenses of $221K left a modest 8% surplus.

Mission

RENTAL OF OFFICE SPACE THE PROCEEDS OF WHICH ARE USED TO ASSIST THE UNION MEMBERS OF THE NY NJ REGIONAL JOINT BOARD THAT ARE THE OWNERS OF THIS ENTITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $240,000

TOTAL REVENUE $240,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $221,260

TOTAL EXPENSES $221,260

Year-over-Year Comparison

	2024	2023	Change
Revenue	$240,000	$240,000	N/A
Expenses	$221,260	$385,755	-0.4%
Net Income	$18,740	$-145,755	-1.1%

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

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

$282,562

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE KELLY	PRESIDENT	001.00	Officer	$0	$0	$149,924
FRED KAPLAN	SECTY/TREASURER	005.00	Officer Highest	$0	$0	$132,638

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	$240,000	$221,260	$8,201,023	$18,740
2023	$240,000	$385,755	$8,007,866	$-145,755
2022	$240,000	$386,700	$8,166,411	$-146,700
2021	$240,000	$367,077	$8,313,736	$-127,077
2020	$241,500	$365,355	$8,440,189	$-123,855
2019	$182,785	$382,040	$8,566,780	$-199,255
2018	$558,345	$368,124	$8,847,824	$190,221

NY NJ REGIONAL JT BD HOLDING COMPANY INC