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District 1199 J New Jersey Benefit Fund

Carpenter Joseph J Ttee

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$35.6M (2023)

Expenses
$27.3M (2023)

Total Assets
$21.1M (2023)

Total Liabilities
$484k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$35,642,173
Expenses
$27,306,460
Net Income
$8,335,713
Net Assets
$20,579,327
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $35,153,107
98.6%
Investment Income $489,066
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $57,631
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $591,676
2.2%
Assets/Debt
Total Assets $21,063,357
Total Liabilities $484,030
Net Assets $20,579,327
Compensation
Key Employees and Officers Compensation Related Other
Maribel Negron (Executive Director) $42,848 $63,739 $36,773
Steve Izzo (Employer Trustee) $0 $0 $0
Susan M Cleary (Union Trustee) $0 $159,081 $0
Craig A Ford (Union Trustee) $0 $134,471 $0
Phyllis Shivers (Union Trustee) $0 $112,171 $0
Zachary Lipner (Employer Trustee) $0 $0 $0
Steven A Nackenson (Employer Trustee (P)) $0 $0 $0
Joni Reese (Union Trustee) $0 $0 $0
Ruth Bash (Employer Trustee) $0 $0 $0
Preciosa Lavrador (Employee) $0 $106,090 $36,601

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$33,995,542
Expenses
$28,416,925
Net Income
$5,578,617
Net Assets
$12,243,614
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $33,879,342
99.7%
Investment Income $67,400
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $48,800
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $65,592
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $612,545
2.2%
Assets/Debt
Total Assets $12,875,184
Total Liabilities $631,570
Net Assets $12,243,614
Compensation
Key Employees and Officers Compensation Related Other
Maribel Negron (Executive Director) $32,000 $75,274 $37,009
Steve Izzo (Employer Trustee) $0 $0 $0
Susan M Cleary (Union Trustee) $0 $159,081 $24,950
Craig A Ford (Union Trustee) $0 $134,471 $21,090
Phyllis Shivers (Union Trustee) $0 $112,171 $17,592
Zachary Lipner (Employer Trustee) $0 $0 $0
Steven A Nackenson (Employer Trustee) $0 $0 $0
Joni Reese (Union Trustee) $0 $0 $0
Ruth Bash (Employer Trustee) $0 $0 $0
Jerry Vita (Employee (P)) $0 $126,108 $43,507
Preciosa Lavrador (Employee) $0 $104,914 $36,195

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$32,557,552
Expenses
$33,053,236
Net Income
-$495,684
Net Assets
$6,664,997
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $32,447,224
99.7%
Investment Income $328
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $110,000
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $105,610
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $654,945
2.0%
Assets/Debt
Total Assets $6,718,652
Total Liabilities $53,655
Net Assets $6,664,997
Compensation
Key Employees and Officers Compensation Related Other
Steve Izzo (Employer Trustee) $0 $0 $0
Susan M Cleary (Union Trustee) $0 $144,511 $49,857
Craig A Ford (Union Trustee) $0 $124,681 $43,015
Phyllis Shivers (Union Trustee) $0 $102,493 $35,360
Zachary Lipner (Employer Trustee) $0 $0 $0
Steven A Nackenson (Employer Trustee) $0 $0 $0
Joni Reese (Union Trustee) $0 $57,673 $19,897
Barbara Small (Executive Director (P)) $0 $74,584 $25,396
Maribel Negron (Executive Director) $0 $98,719 $33,614
Jerry Vita (Employee) $0 $144,681 $49,264

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$31,772,635
Expenses
$37,067,788
Net Income
-$5,295,153
Net Assets
$7,160,681
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,710,043
99.8%
Investment Income $44,105
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $15,426
0.0%
Net Inventory Sales $0
Other Revenue $3,061
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $97,214
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $722,264
1.9%
Assets/Debt
Total Assets $7,287,613
Total Liabilities $126,932
Net Assets $7,160,681
Compensation
Key Employees and Officers Compensation Related Other
Steve Izzo (Employer Trustee) $0 $0 $0
Susan M Cleary (Union Trustee) $0 $123,902 $42,189
Craig A Ford (Union Trustee) $0 $113,610 $38,685
Phyllis Shivers (Union Trustee) $0 $91,789 $31,254
Zachary Lipner (Employer Trustee) $0 $0 $0
Steven A Nackenson (Employer Trustee) $0 $0 $0
Joni Reese (Union Trustee) $0 $95,153 $32,399
Barbara Small (Executive Director) $0 $157,653 $53,681
Jerry Vita (Employee) $0 $143,345 $48,809

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$32,304,250
Expenses
$35,513,575
Net Income
-$3,209,325
Net Assets
$12,455,834
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $32,174,100
99.6%
Investment Income $134,047
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$4,825
Net Inventory Sales $0
Other Revenue $928
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $91,476
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $719,383
2.0%
Assets/Debt
Total Assets $12,517,487
Total Liabilities $61,653
Net Assets $12,455,834
Compensation
Key Employees and Officers Compensation Related Other
Steve Izzo (Employer Trustee) $0 $0 $0
Susan M Cleary (Union Trustee) $0 $121,153 $0
Craig A Ford (Union Trustee) $0 $115,293 $0
Phyllis Shivers (Union Trustee) $0 $91,329 $0
Richard Morreale (Union Trustee (P)) $0 $47,075 $0
Zachary Lipner (Employer Trustee) $0 $0 $0
Steven A Nackenson (Employer Trustee) $0 $0 $0
Joni Reese (Union Trustee) $0 $94,577 $0
Barbara Small (Executive Director) $0 $148,960 $49,902
Jerry Vita (Employee) $0 $132,858 $44,507

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$32,095,777
Expenses
$34,301,019
Net Income
-$2,205,242
Net Assets
$15,639,304
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,919,126
99.4%
Investment Income $176,794
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$143
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $86,298
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $707,967
2.1%
Assets/Debt
Total Assets $15,693,905
Total Liabilities $54,601
Net Assets $15,639,304
Compensation
Key Employees and Officers Compensation Related Other
Arnold D Manzo (Employer Trustee (P)) $0 $0 $0
Steve Izzo (Employer Trustee) $0 $0 $0
Susan M Cleary (Union Trustee) $0 $116,281 $0
Craig A Ford (Union Trustee) $0 $106,583 $0
Phyllis Shivers (Union Trustee) $0 $88,049 $0
Richard Morreale (Union Trustee) $0 $88,049 $0
Zachary Lipner (Employer Trustee) $0 $0 $0
Steven A Nackenson (Employer Trustee) $0 $0 $0
Barbara Small (Executive Director) $0 $145,991 $47,958
Jerry Vita (Employee) $0 $127,895 $42,014

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,530,516
Expenses
$33,158,122
Net Income
-$2,627,606
Net Assets
$17,851,058
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $30,425,017
99.7%
Investment Income $109,841
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$4,342
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $89,379
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $698,941
2.1%
Assets/Debt
Total Assets $17,869,074
Total Liabilities $18,016
Net Assets $17,851,058
Compensation
Key Employees and Officers Compensation Related Other
Arnold D Manzo (Employer Trustee) $0 $0 $0
Steve Izzo (Employer Trustee) $0 $0 $0
Susan M Cleary (Union Trustee) $0 $114,092 $0
Craig A Ford (Union Trustee) $0 $106,386 $0
Phyllis Shivers (Union Trustee) $0 $85,971 $0
Richard Morreale (Union Trustee) $0 $85,971 $0
Zachary Lipner (Employer Trustee) $0 $0 $0
Steven A Nackenson (Employer Trustee) $0 $0 $0
Barbara Small (Executive Director) $0 $143,318 $46,850

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,607,353
Expenses
$31,607,582
Net Income
-$1,000,229
Net Assets
$20,489,132
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $30,549,657
99.8%
Investment Income $81,174
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$24,035
Net Inventory Sales $0
Other Revenue $557
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $695,313
2.2%
Assets/Debt
Total Assets $20,698,446
Total Liabilities $209,314
Net Assets $20,489,132
Compensation
Key Employees and Officers Compensation Related Other
Arnold D Manzo (Trustee) $0 $0 $0
Steve Izzo (Trustee) $0 $0 $0
Susan M Cleary (Trustee) $0 $114,111 $0
Craig A Ford (Trustee) $0 $104,642 $0
Phyllis Shivers (Trustee) $0 $84,307 $0
Richard Morreale (Trustee) $0 $84,307 $0
Zachary Lipner (Trustee) $0 $0 $0
Barbara Small (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,994,807
Expenses
$32,048,975
Net Income
-$1,054,168
Net Assets
$21,470,095
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $30,947,626
99.8%
Investment Income $72,505
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$25,760
Net Inventory Sales $0
Other Revenue $436
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $666,568
2.1%
Assets/Debt
Total Assets $21,828,424
Total Liabilities $358,329
Net Assets $21,470,095
Compensation
Key Employees and Officers Compensation Related Other
Arnold D Manzo (Trustee) $0 $0 $0
Dennis W Sparks (Trustee (P)) $0 $0 $0
Zachary Lipner (Trustee (P)) $0 $0 $0
Steve Izzo (Trustee) $0 $0 $0
Susan M Cleary (Trustee) $0 $111,890 $0
Craig A Ford (Trustee) $0 $102,560 $0
Phyllis Shivers (Trustee) $0 $82,925 $0
Richard Morreale (Trustee) $0 $82,847 $0
Barbara Small (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,401,015
Expenses
$33,683,967
Net Income
-$4,282,952
Net Assets
$22,534,230
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,322,873
99.7%
Investment Income $92,214
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$19,475
Net Inventory Sales $0
Other Revenue $5,403
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $22,713,263
Total Liabilities $179,033
Net Assets $22,534,230
Compensation
Key Employees and Officers Compensation Related Other
Arnold D Manzo (Trustee) $0 $0 $0
Sidney D Seligman (Trustee) $0 $0 $0
Brendan Farrelly (Trustee) $0 $0 $0
Steve Izzo (Trustee) $0 $0 $0
Susan M Cleary (Trustee) $0 $112,069 $0
Craig A Ford (Trustee) $0 $102,615 $0
Phyllis Shivers (Trustee) $0 $81,541 $0
Richard Morreale (Trustee) $0 $81,463 $0
Barbara Small (Executive Director) $0 $134,108 $43,840

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,142,746
Expenses
$31,025,426
Net Income
-$1,882,680
Net Assets
$26,822,880
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,039,110
99.6%
Investment Income $138,357
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$38,781
Net Inventory Sales $0
Other Revenue $4,060
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $26,853,255
Total Liabilities $30,375
Net Assets $26,822,880
Compensation
Key Employees and Officers Compensation Related Other
Arnold D Manzo (Trustee) $0 $0 $0
Sidney D Seligman (Trustee) $0 $0 $0
Brendan Farrelly (Trustee) $0 $0 $0
Steve Izzo (Trustee) $0 $0 $0
Susan M Cleary (Trustee) $0 $108,151 $0
Craig A Ford (Trustee) $0 $99,146 $0
Phyllis Shivers (Trustee) $0 $81,372 $0
Richard Morreale (Trustee) $0 $81,732 $0
Barbara Small (Executive Director) $0 $123,194 $40,272

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$28,497,412
Expenses
$26,060,025
Net Income
$2,437,387
Net Assets
$28,731,983
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $28,366,935
99.5%
Investment Income $157,487
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$27,208
Net Inventory Sales $0
Other Revenue $198
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $28,779,193
Total Liabilities $47,210
Net Assets $28,731,983

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$31,864,570
Expenses
$24,806,006
Net Income
$7,058,564
Net Assets
$26,289,531
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,583,889
99.1%
Investment Income $298,631
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$18,821
Net Inventory Sales $0
Other Revenue $871
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $26,326,961
Total Liabilities $37,430
Net Assets $26,289,531

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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