Civic Intelligence

New Jersey Utility Shareholders Association

990 • Fiscal year 2016 • EIN 32-0447101

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization ProfileWWW.NJUSA.US
117 N Church StreetMoorestown, NJ 08057

(856) 840-4187

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

88th percentile

0.22x

Higher debt load relative to assets than 88% of similar nonprofits.

2016 filings • NTEE W • <$500k nonprofits • Source year 2016

Liabilities / Revenue

83rd percentile

0.10x

Higher debt load relative to revenue than 83% of similar nonprofits.

2016 filings • NTEE W • <$500k nonprofits • Source year 2016

Net Margin

52nd percentile

7.4%

Higher net margin than 52% of similar nonprofits.

2016 filings • NTEE W • <$500k nonprofits • Source year 2016

Top Officer Pay

99th percentile

$192,009

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 66.0% of source-year revenue.

2016 filings • NTEE W • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets88th percentile

Assets

$131,826

No earlier filing loaded for comparison.

Net Assets

$102,666

No earlier filing loaded for comparison.

Liabilities

$29,160

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin52nd percentile

Revenue

$290,845

No earlier filing loaded for comparison.

Expenses

$269,356

No earlier filing loaded for comparison.

Net Income

$21,489

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2016: $131,826Liabilities 2016: $29,160Net Assets 2016: $102,6662016Assets 2017: $123,050Liabilities 2017: $29,591Net Assets 2017: $93,4592017Assets 2018: $109,556Liabilities 2018: $22,467Net Assets 2018: $87,0892018Assets 2019: $100,152Liabilities 2019: $23,673Net Assets 2019: $76,4792019Assets 2020: $47,266Liabilities 2020: $14,613Net Assets 2020: $32,6532020Assets 2021: $66,881Liabilities 2021: $21,467Net Assets 2021: $45,4142021Assets 2022: $44,037Liabilities 2022: $11,057Net Assets 2022: $32,9802022Assets 2023: $32,759Liabilities 2023: $6,215Net Assets 2023: $26,5442023Assets 2024: $28,328Liabilities 2024: $9,098Net Assets 2024: $19,2302024

Highlighted filing

2016

Assets$131,826
Liabilities$29,160
Net Assets$102,666
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2016: $290,845Expenses 2016: $269,356Net Income 2016: $21,4892016Revenue 2017: $290,375Expenses 2017: $299,582Net Income 2017: -$9,2072017Revenue 2018: $290,065Expenses 2018: $296,435Net Income 2018: -$6,3702018Revenue 2019: $301,725Expenses 2019: $312,335Net Income 2019: -$10,6102019Revenue 2020: $156,963Expenses 2020: $200,789Net Income 2020: -$43,8262020Revenue 2021: $176,625Expenses 2021: $163,864Net Income 2021: $12,7612021Revenue 2022: $133,074Expenses 2022: $145,508Net Income 2022: -$12,4342022Revenue 2023: $54,200Expenses 2023: $60,636Net Income 2023: -$6,4362023Revenue 2024: $51,280Expenses 2024: $58,594Net Income 2024: -$7,3142024

Highlighted filing

2016

Revenue$290,845
Expenses$269,356
Net Income$21,489
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Gross Receipts
$290,845
Mission and Program Overview

Mission

To provide information and educational opportunities to nj-resident retail shareholders of investor-owned utilities operating in nj about public policy developments that can affect the value of their shares and to represent their interests in the public policy arena.

To provide information and educational opportunities to nj-resident retail utility shareholders of investor-owned utilities operating in nj about public policy developments that can affect the value of their shares and to represent their interests in the public policy arena.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$106,300$112,429▲ $6,129
Accounts Receivable$2,220$19,397▲ $17,177
Total Assets$108,520$131,826▲ $23,306
Liabilities
Accounts Payable and Accrued Expenses$23,023$25,920▲ $2,897
Deferred Revenue$4,320$3,240▼ $1,080
Total Liabilities$27,343$29,160▲ $1,817
Net Assets / Fund Balance
Unrestricted Net Assets$81,177$102,666▲ $21,489
Total Net Assets Fund Balance$81,177$102,666▲ $21,489
Total Liabilities and Net Assets / Fund Balance$108,520$131,826▲ $23,306
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen D AlexanderPresidentPT$180,000$12,009$192,009

Board Members and Trustees

NameTitle
David LeggChairman
Mary Ann MartinVice Chairman
James SchissiasDirector
Ronald T PitkoDirector
Timothy HearneDirector
Brian SmithDirector - Former
Eric SvensonSecretary - Former
Stephanie ScolaTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
K Alexander Associates LLCManagement Consulting10000 LINCOLN DRIVE EAST STE 201, Marlton, NJ 08053$192,009
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$290,805
Investment Income
$0
Other Revenue
$40
Change in Net Assets
$21,489

Audited Revenue Reconciliation

Revenue per Audited Statements
$290,845
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$290,845
Total Revenue per Form 990
$290,845
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$269,296
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$180,000
Advertising---$50,234
Conferences and Meetings---$12,293
Fees for Services Accounting---$8,580
Office Expenses---$6,421
Fees for Services Legal---$5,984
Travel---$2,480
Fees for Services Other---$1,449
Insurance---$770
Other Expenses---$635
Information Technology---$450
Benefits to Members---$60
Total Functional Expenses$0$0$0$269,356

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$269,356
Total Expenses per Audited Statements$269,356
Total Expenses per Form 990$269,356
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Section 527 Activity Spending$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization is managed by an independent contractor who is accountable to the governing body. Day-to-day management is delegated to the independent contractor who is also the president.”

Form 990, Part VI, Section A, Line 6

“Consistent with its by laws, new jersey utility shareholders association (njusa) has two classes of members: 1) shareholder members, who are people who reside in new jersey and hold stock in one or more companies with subsidiary utilities operating in new jersey and 2) associate members, which are companies that share the vision and goals of njusa.”

Form 990, Part VI, Section A, Line 7A

“Pursuant to the by laws, authority to nominate and elect members of the governing body resides with the board of directors.”

Form 990, Part VI, Section B, Line 11B

“A draft of the form 990 is distributed to each member of the governing body prior to filing for their review. Each member has an opportunity to ask questions about the content of the form.”

Form 990, Part VI, Section B, Line 15A

“The by laws authorize the board of directors to hire and set the compensation for the president of th njusa.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and financial statements are made available to the public upon request.”

Form 990, Part VI, Line 9

“Members of the governing body that cannot be reached at the association's address: david legg, 20 presidential path, atlantic highlands, nj 07716 mary ann martin, 23 whitehall circle, oceanport, nj 07757 stephanie scola, 10 lake drive, lindwood, nj 08221 james schissias, 112 4th avenue, bradley beach, nj 07720 timothy hearne, 1415 wyckoff road, suite 1e, farmingdale, nj 07727 ronald t. Pitko, 66 w. Third street, burlington, nj 08016”

Filing and Contact Details

Filer

Filer Name
New Jersey Utility Shareholders
EIN
32-0447101
Phone
8568404187
Address
117 N CHURCH STREET, MOORESTOWN, NJ 08057

Signing Officer

Name
Karen D Alexander
Title
President
Phone
8568404187
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen D Alexander
Formed
2014
Legal Domicile
Nj
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Tait Weller & Baker Llp
Address
1818 MARKET STREET SUITE 2400, PHILADELPHIA, PA 19103
Preparer
Stacy Cullen
Phone
2159798800
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Management has reviewed the tax positions for each of the open fiscal tax years (2014-2016) and has concluded that there are no significant uncertain tax positions that would require recognition in the financial statements.”

Raw XML Appendix371 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY - FORMER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0192009
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0KAREN ALEXANDER IS AN INDEPENDENT CONTRACTOR PAID A RETAINER FEE TO FULFILL THE DUTIES OF PRESIDENT OF THE ASSOCIATION. THE COMPENSATION REFLECTED ABOVE INCLUDES REIMBURSED OUT OF POCKET EXPENSES INCLUDED IN HER 2016 INCOME AS REPORTED ON FORM 1099.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PART II
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS MANAGED BY AN INDEPENDENT CONTRACTOR WHO IS ACCOUNTABLE TO THE GOVERNING BODY. DAY-TO-DAY MANAGEMENT IS DELEGATED TO THE INDEPENDENT CONTRACTOR WHO IS ALSO THE PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONSISTENT WITH ITS BY LAWS, NEW JERSEY UTILITY SHAREHOLDERS ASSOCIATION (NJUSA) HAS TWO CLASSES OF MEMBERS: 1) SHAREHOLDER MEMBERS, WHO ARE PEOPLE WHO RESIDE IN NEW JERSEY AND HOLD STOCK IN ONE OR MORE COMPANIES WITH SUBSIDIARY UTILITIES OPERATING IN NEW JERSEY AND 2) ASSOCIATE MEMBERS, WHICH ARE COMPANIES THAT SHARE THE VISION AND GOALS OF NJUSA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PURSUANT TO THE BY LAWS, AUTHORITY TO NOMINATE AND ELECT MEMBERS OF THE GOVERNING BODY RESIDES WITH THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A DRAFT OF THE FORM 990 IS DISTRIBUTED TO EACH MEMBER OF THE GOVERNING BODY PRIOR TO FILING FOR THEIR REVIEW. EACH MEMBER HAS AN OPPORTUNITY TO ASK QUESTIONS ABOUT THE CONTENT OF THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BY LAWS AUTHORIZE THE BOARD OF DIRECTORS TO HIRE AND SET THE COMPENSATION FOR THE PRESIDENT OF TH NJUSA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEMBERS OF THE GOVERNING BODY THAT CANNOT BE REACHED AT THE ASSOCIATION'S ADDRESS: DAVID LEGG, 20 PRESIDENTIAL PATH, ATLANTIC HIGHLANDS, NJ 07716 MARY ANN MARTIN, 23 WHITEHALL CIRCLE, OCEANPORT, NJ 07757 STEPHANIE SCOLA, 10 LAKE DRIVE, LINDWOOD, NJ 08221 JAMES SCHISSIAS, 112 4TH AVENUE, BRADLEY BEACH, NJ 07720 TIMOTHY HEARNE, 1415 WYCKOFF ROAD, SUITE 1E, FARMINGDALE, NJ 07727 RONALD T. PITKO, 66 W. THIRD STREET, BURLINGTON, NJ 08016
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, LINE 9
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt0108520
IRS990/TotalAssetsGrp/EOYAmt0131826
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0269356
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt027343
IRS990/TotalLiabilitiesEOYAmt029160
IRS990/TotalLiabilitiesGrp/BOYAmt027343
IRS990/TotalLiabilitiesGrp/EOYAmt029160
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt081177
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0290805
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IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0290845
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0290845
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0108520
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0131826
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt02480
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt081177
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0102666
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0117 N CHURCH STREET
IRS990/USAddress/CityNm0MOORESTOWN
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd008057
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.NJUSA.US
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN D ALEXANDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08568404187
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW JERSEY UTILITY SHAREHOLDERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0NEWJ
ReturnHeader/Filer/EIN0320447101
ReturnHeader/Filer/PhoneNum08568404187
ReturnHeader/Filer/USAddress/AddressLine1Txt0117 N CHURCH STREET
ReturnHeader/Filer/USAddress/CityNm0MOORESTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008057
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F2A1D1AD95F02C378E9EA48DC77277730A0D6A97
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E27C4F9FB880011900EB0E9CF76D32F99EBFD3EF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.104.70.126
ReturnHeader/FilingSecurityInformation/IPDt02017-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:49:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231144520
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAIT WELLER & BAKER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01818 MARKET STREET SUITE 2400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019103
ReturnHeader/PreparerPersonGrp/PhoneNum02159798800
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STACY CULLEN
ReturnHeader/ReturnTs02017-05-15T09:49:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$131,826
Liabilities
$29,160
Net assets
$102,666
Revenue
$290,845
Expenses
$269,356
Net income
$21,489
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.09$0.19$0.51$0.59$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.33$0.06$0.27$0.54$0.61$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.44$0.11$0.33$1.33$1.46$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.67$0.21$0.45$1.77$1.64$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.47$0.15$0.33$1.57$2.01$0.44
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.24$0.76$3.02$3.12$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.10$0.22$0.87$2.90$2.96$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.23$0.30$0.93$2.90$3.00$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.32$0.29$1.03$2.91$2.69$0.21