Civic Intelligence

New Jersey Utility Shareholders Association

990 • Fiscal year 2020 • EIN 32-0447101

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 28, 2021

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

87th percentile

0.31x

Higher debt load relative to assets than 87% of similar nonprofits.

2020 filings • NTEE W • <$500k nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.09x

Higher debt load relative to revenue than 80% of similar nonprofits.

2020 filings • NTEE W • <$500k nonprofits • Source year 2020

Net Margin

21st percentile

-28%

Higher net margin than 21% of similar nonprofits.

2020 filings • NTEE W • <$500k nonprofits • Source year 2020

Top Officer Pay

98th percentile

$116,996

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 74.5% of source-year revenue.

2020 filings • NTEE W • <$500k nonprofits • Source year 2020

Asset Growth

6th percentile

-53%

Faster asset growth than 6% of similar nonprofits.

2020 filings • NTEE W • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

28th percentile

-48%

Faster revenue growth than 28% of similar nonprofits.

2020 filings • NTEE W • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$47,266

Down $52,886 (-53%) from 2019

Net Assets

Down

$32,653

Down $43,826 (-57%) from 2019

Liabilities

Down

$14,613

Down $9,060 (-38%) from 2019

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin21st percentile

Revenue

Down

$156,963

Down $144,762 (-48%) from 2019

Expenses

Down

$200,789

Down $111,546 (-36%) from 2019

Net Income

Down

-$43,826

Down $33,216 (-313%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

2020

Assets$47,266
Liabilities$14,613
Net Assets$32,653
Open 2020 Filing

Operations Trend

Revenue Growth28th percentile

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

2020

Revenue$156,963
Expenses$200,789
Net Income-$43,826
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 28, 2021
Return Version
2020v4.1
Gross Receipts
$156,963
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$81,750$47,266▼ $34,484
Accounts Receivable$17,957--
Prepaid Expenses and Deferred Charges$445--
Total Assets$100,152$47,266▼ $52,886
Liabilities
Accounts Payable and Accrued Expenses$23,673$14,613▼ $9,060
Total Liabilities$23,673$14,613▼ $9,060
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$76,479$32,653▼ $43,826
Total Net Assets Fund Balance$76,479$32,653▼ $43,826
Total Liabilities and Net Assets / Fund Balance$100,152$47,266▼ $52,886
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Karen D AlexanderPresidentPT$116,996$116,996

Board Members and Trustees

NameTitle
Timothy C HearneChairperson
Kathleen LallyVice Chairperson
Andrew BergenDirector
Ronald T PitkoDirector
Arthur S GuidaSecretary
Stephanie M ScolaTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
K Alexander Associates LLCManagement Consulting1002 FINLEY POINT PL, Knightdale, NC 27545$116,996
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$156,853
Investment Income
$0
Other Revenue
$110
Change in Net Assets
$-43,826

Audited Revenue Reconciliation

Revenue per Audited Statements
$156,963
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$156,963
Total Revenue per Form 990
$156,963
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$200,789
Total Fundraising Expense$5,447
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$76,372$28,157$3,471$108,000
Fees for Services Other$42,428$15,643$1,929$60,000
Fees for Services Accounting$1,794$17,426-$19,220
Office Expenses$4,113$3,625-$7,738
Fees for Services Legal$2,229--$2,229
Insurance-$770-$770
Conferences and Meetings$445--$445
Information Technology$188-$47$235
Other Expenses$1,663$30-$30
Total Functional Expenses$129,232$66,110$5,447$200,789

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$200,789
Total Expenses per Audited Statements$200,789
Total Expenses per Form 990$200,789
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
Yes
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Section 527 Activity Spending$0
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Company Owned by President of the OrganizationManagement Consulting ServicesNo$116,996
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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.”

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: stephanie m. Scola, 10 lake drive, linwood, nj 08221 timothy c. Hearne, 7 princess court, holmdel, nj 07733 ronald t. Pitko, 66 w. Third street, burlington, nj 08016 andrew bergen, 66 waldwick avenue, waldwick, nj 07463 arthur s. Guida, 18 monhegan avenue, wayne, nj 07470 kathleen lally, one euclid avenue, apt 3f, summit, nj 07901”

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
2021-09-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen D Alexander
Formed
2014
Legal Domicile
Nj
Voting Board Members
7
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Tait Weller & Baker Llp
Address
50 SOUTH 16TH STREET SUITE 2900, PHILADELPHIA, PA 19102
Preparer
Harrison Pereira
Phone
2159798800
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Public relations: program service expenses 42,428. Management and general expenses 15,643. Fundraising expenses 1,929. Total expenses 60,000.”

Financial Statement Notes

PART X, LINE 2:

“The association is a not-for-profit organization exempt from federal income taxes under internal revenue code section 501(c)(6). Management has reviewed the tax positions for each of the open fiscal tax years (2017-2019) or expected to be taken in its 2020 tax return and has concluded that there are no significant uncertain tax positions that would require recognition in the financial statements.”

Raw XML Appendix362 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt023673
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt014613
IRS990/AccountsReceivableGrp/BOYAmt017957
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KAREN D ALEXANDER
IRS990/BooksInCareOfDetail/PhoneNum08568404187
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0117 N CHURCH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0MOORESTOWN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd008057
IRS990/BusinessRlnWith35CtrlEntInd01
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt081750
IRS990/CashNonInterestBearingGrp/EOYAmt047266
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0445
IRS990/ConferencesMeetingsGrp/TotalAmt0445
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0116996
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01002 FINLEY POINT PL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0KNIGHTDALE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd027545
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0K ALEXANDER ASSOCIATES LLC
IRS990/ContractorCompensationGrp/ServicesDesc0MANAGEMENT CONSULTING
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0200789
IRS990/CYOtherRevenueAmt0110
IRS990/CYProgramServiceRevenueAmt0156853
IRS990/CYRevenuesLessExpensesAmt0-43826
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0200789
IRS990/CYTotalFundraisingExpenseAmt05447
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0156963
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0MEMBERSHIP EDUCATIONAL FORUMS WERE HELD TO ORIENT MEMBERS TO THE NJ LEGISLATIVE AND REGULATORY PROCESSES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0129232
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt017426
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01794
IRS990/FeesForServicesAccountingGrp/TotalAmt019220
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt02229
IRS990/FeesForServicesLegalGrp/TotalAmt02229
IRS990/FeesForServicesManagementGrp/FundraisingAmt03471
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt028157
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt076372
IRS990/FeesForServicesManagementGrp/TotalAmt0108000
IRS990/FeesForServicesOtherGrp/FundraisingAmt01929
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt015643
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt042428
IRS990/FeesForServicesOtherGrp/TotalAmt060000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt027.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.30
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0KAREN D ALEXANDER
IRS990/Form990PartVIISectionAGrp/PersonNm1TIMOTHY C HEARNE
IRS990/Form990PartVIISectionAGrp/PersonNm2RONALD T PITKO
IRS990/Form990PartVIISectionAGrp/PersonNm3STEPHANIE M SCOLA
IRS990/Form990PartVIISectionAGrp/PersonNm4ANDREW BERGEN
IRS990/Form990PartVIISectionAGrp/PersonNm5ARTHUR S GUIDA
IRS990/Form990PartVIISectionAGrp/PersonNm6KATHLEEN LALLY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0116996
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE CHAIRPERSON
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0156963
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt047
IRS990/InformationTechnologyGrp/ProgramServicesAmt0188
IRS990/InformationTechnologyGrp/TotalAmt0235
IRS990/InsuranceGrp/ManagementAndGeneralAmt0770
IRS990/InsuranceGrp/TotalAmt0770
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NJ
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt076479
IRS990/NetAssetsOrFundBalancesEOYAmt032653
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt076479
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt032653
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03625
IRS990/OfficeExpensesGrp/ProgramServicesAmt04113
IRS990/OfficeExpensesGrp/TotalAmt07738
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1GOVERNMENT ASSESSMENTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0459
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt130
IRS990/OtherExpensesGrp/ProgramServicesAmt01663
IRS990/OtherExpensesGrp/TotalAmt02122
IRS990/OtherExpensesGrp/TotalAmt130
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0110
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0110
IRS990/OtherRevenueTotalAmt0110
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0445
IRS990/PrincipalOfficerNm0KAREN D ALEXANDER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0156853
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0156853
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0312335
IRS990/PYOtherRevenueAmt010090
IRS990/PYProgramServiceRevenueAmt0291635
IRS990/PYRevenuesLessExpensesAmt0-10610
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0312335
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0301725
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-43826
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0156853
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/Expended527ActivitiesAmt00
IRS990ScheduleC/InternalFundsContributedAmt00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0200789
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0156963
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(6). MANAGEMENT HAS REVIEWED THE TAX POSITIONS FOR EACH OF THE OPEN FISCAL TAX YEARS (2017-2019) OR EXPECTED TO BE TAKEN IN ITS 2020 TAX RETURN AND HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0200789
IRS990ScheduleD/TotalRevenuePerForm990Amt0156963
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0156963
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0200789
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0K ALEXANDER ASSOCIATES LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0COMPANY OWNED BY PRESIDENT OF THE ORGANIZATION
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0116996
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MANAGEMENT CONSULTING SERVICES
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.
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: STEPHANIE M. SCOLA, 10 LAKE DRIVE, LINWOOD, NJ 08221 TIMOTHY C. HEARNE, 7 PRINCESS COURT, HOLMDEL, NJ 07733 RONALD T. PITKO, 66 W. THIRD STREET, BURLINGTON, NJ 08016 ANDREW BERGEN, 66 WALDWICK AVENUE, WALDWICK, NJ 07463 ARTHUR S. GUIDA, 18 MONHEGAN AVENUE, WAYNE, NJ 07470 KATHLEEN LALLY, ONE EUCLID AVENUE, APT 3F, SUMMIT, NJ 07901
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PUBLIC RELATIONS: PROGRAM SERVICE EXPENSES 42,428. MANAGEMENT AND GENERAL EXPENSES 15,643. FUNDRAISING EXPENSES 1,929. TOTAL EXPENSES 60,000.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0100152
IRS990/TotalAssetsEOYAmt047266
IRS990/TotalAssetsGrp/BOYAmt0100152
IRS990/TotalAssetsGrp/EOYAmt047266
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05447
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt066110
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0129232
IRS990/TotalFunctionalExpensesGrp/TotalAmt0200789
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt023673
IRS990/TotalLiabilitiesEOYAmt014613
IRS990/TotalLiabilitiesGrp/BOYAmt023673
IRS990/TotalLiabilitiesGrp/EOYAmt014613
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt076479
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt032653
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0129232
IRS990/TotalProgramServiceRevenueAmt0156853
IRS990/TotalReportableCompFromOrgAmt0116996
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0156963
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0156963
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0100152
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt047266
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0117 N CHURCH STREET
IRS990/USAddress/CityNm0MOORESTOWN
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd008057
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.NJUSA.US
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN D ALEXANDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08568404187
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-28
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/PreparerFirmGrp/PreparerFirmEIN0231144520
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAIT WELLER & BAKER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 SOUTH 16TH STREET SUITE 2900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019102
ReturnHeader/PreparerPersonGrp/PhoneNum02159798800
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARRISON PEREIRA
ReturnHeader/ReturnTs02021-09-28T14:40:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALEXANDER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,266
Liabilities
$14,613
Net assets
$32,653
Revenue
$156,963
Expenses
$200,789
Net income
-$43,826
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