District 1199J Employer Pension Fund Title Holding Company Inc
Nonprofit profile at a glance
- EIN
- 223619686
- IRS 990 coverage
- 2011–2024
- Forms available
- Form 990 2024
- Location
- Newark, NJ, USA
- Phone
- 9732427505
- Rating confidence
- Limited
- Sector
- Real Estate Associations
Reported finances
- Revenue
- $1,478,534
- Expenses
- $2,295,807
- Assets
- $3,706,528
- Liabilities
- $1,211,631
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
8 people listed
Executive titles in this filing
- SUSAN CLEARY (VICE PRESIDENT)
- ZACH LIPNER (PRESIDENT)
Highest reported compensation
- CRAIG FORD (DIRECTOR): $209,583 total reported compensation
- SUSAN CLEARY (VICE PRESIDENT): $207,561 total reported compensation
- PHYLIS LEE (DIRECTOR): $168,884 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To provide a common facility for all related funds operated by district 1199j and the New Jersey health care employers.
Operating model
- Revenue model
- Earned-program. 100% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 60
- Accountability: 37
- Sustainability: 26
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 0 of 6 controls in place; rating input score 0
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Missing
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 40%; rating input score 40; 10th percentile among comparable filings
- Governance controls: 3 of 9 controls in place; rating input score 33
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: Fail
- Other executive compensation review process: Fail
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -55.3%; rating input score 3; 3rd percentile among comparable filings
- Total-asset coverage ratio: 1.61; rating input score 58; 58th percentile among comparable filings
- Liabilities to assets ratio: 0.33; rating input score 23; 23rd percentile among comparable filings
- Officer compensation ratio: 9.1%; rating input score 40; 40th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: -0.2% per year; rating input score 0; 14th percentile among comparable filings
- Asset growth: -5% per year; rating input score 0; 6th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: 2 of 5 board members independent · 3 of 9 filing controls reported
- Programs: 1 filed program accomplishment
- Leadership: top reported pay $210K · 8 people listed · 0 of 6 pay-setting controls reported
- Highest-paid contractors: 3 contractors listed · $533K reported
- Consistency: 13 of 13 current checks pass
- Schedules: 4 filed schedules · includes executive pay
- Filing history: 13 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Related organizations: 4 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Transparency & Controls: Pay-setting controls scored 0/100.
- Moderate — Accountability: Independent voting board scored 40/100.
- Moderate — Accountability: Governance controls: 6 of 9 not reported.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 3/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Total-asset coverage ratio scored 58/100.
- High — Sustainability: Liabilities to assets ratio scored 23/100.
- Moderate — Sustainability: Officer compensation ratio scored 40/100.