Civic Intelligence

New Jersey Utility Shareholders Association

990 • Fiscal year 2023 • EIN 32-0447101

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

Organization ProfileWWW.NJUSA.US
55 Union Street PO Box 328Summit, NJ 07901

(862) 246-3469

Siviq Scores

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

Liabilities / Assets

87th percentile

0.19x

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

2023 filings • NTEE W • <$500k nonprofits • Source year 2023

Liabilities / Revenue

84th percentile

0.11x

Higher debt load relative to revenue than 84% of similar nonprofits.

2023 filings • NTEE W • <$500k nonprofits • Source year 2023

Net Margin

20th percentile

-12%

Higher net margin than 20% of similar nonprofits.

2023 filings • NTEE W • <$500k nonprofits • Source year 2023

Top Officer Pay

96th percentile

$39,096

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 72.1% of source-year revenue.

2023 filings • NTEE W • <$500k nonprofits • Source year 2023

Asset Growth

18th percentile

-26%

Faster asset growth than 18% of similar nonprofits.

2023 filings • NTEE W • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-59%

Faster revenue growth than 12% of similar nonprofits.

2023 filings • NTEE W • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$32,759

Down $11,278 (-26%) from 2022

Net Assets

Down

$26,544

Down $6,436 (-20%) from 2022

Liabilities

Down

$6,215

Down $4,842 (-44%) from 2022

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin20th percentile

Revenue

Down

$54,200

Down $78,874 (-59%) from 2022

Expenses

Down

$60,636

Down $84,872 (-58%) from 2022

Net Income

Up

-$6,436

Up $5,998 (+48%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2023

Assets$32,759
Liabilities$6,215
Net Assets$26,544
Open 2023 Filing

Operations Trend

Revenue Growth12th 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

2023

Revenue$54,200
Expenses$60,636
Net Income-$6,436
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.1
Gross Receipts
$54,200
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$44,037$32,759▼ $11,278
Total Assets$44,037$32,759▼ $11,278
Liabilities
Accounts Payable and Accrued Expenses$11,047$6,165▼ $4,882
Deferred Revenue$10$50▲ $40
Total Liabilities$11,057$6,215▼ $4,842
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$32,980$26,544▼ $6,436
Total Net Assets Fund Balance$32,980$26,544▼ $6,436
Total Liabilities and Net Assets / Fund Balance$44,037$32,759▼ $11,278
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Karen D AlexanderPresidentPT$39,096$39,096

Board Members and Trustees

NameTitle
Stephanie M ScolaChairperson
Kathleen LallyVice Chairperson
Eileen Della VolleDirector
Arthur S GuidaSecretary
Timothy C HearneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$54,200
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-6,436

Audited Revenue Reconciliation

Revenue per Audited Statements
$54,200
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$54,200
Total Revenue per Form 990
$54,200
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$60,636
Total Fundraising Expense$2,147
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$25,200$14,700$2,100$42,000
Fees for Services Accounting$1,280$12,620-$13,900
Office Expenses-$3,029-$3,029
Insurance-$779-$779
Information Technology$188-$47$235
Other Expenses-$30-$30
Total Functional Expenses$26,668$31,821$2,147$60,636

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$60,636
Total Expenses per Audited Statements$60,636
Total Expenses per Form 990$60,636
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$39,096
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 the 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.”

Filing and Contact Details

Filer

Filer Name
New Jersey Utility Shareholders
EIN
32-0447101
Phone
8622463469
Address
55 UNION STREET PO BOX 328, SUMMIT, NJ 07901

Signing Officer

Name
Kathleen Lally
Title
President
Phone
8622463469
Signed
2024-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Lally
Formed
2014
Legal Domicile
Nj
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

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

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 (2020-2022) or expected to be taken in its 2023 tax return and has concluded that there are no significant uncertain tax positions that would require recognition in the financial statements.”

Raw XML Appendix327 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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990/FSAuditedInd01
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt054200
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndoorTanningServicesInd00
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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.
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IRS990ScheduleD/FootnoteTextInd0X
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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 (2020-2022) OR EXPECTED TO BE TAKEN IN ITS 2023 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:
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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 THE NJUSA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt044037
IRS990/TotalAssetsEOYAmt032759
IRS990/TotalAssetsGrp/BOYAmt044037
IRS990/TotalAssetsGrp/EOYAmt032759
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02147
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031821
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt026668
IRS990/TotalFunctionalExpensesGrp/TotalAmt060636
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011057
IRS990/TotalLiabilitiesEOYAmt06215
IRS990/TotalLiabilitiesGrp/BOYAmt011057
IRS990/TotalLiabilitiesGrp/EOYAmt06215
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt032980
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt026544
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt026668
IRS990/TotalProgramServiceRevenueAmt054200
IRS990/TotalReportableCompFromOrgAmt039096
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt054200
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt054200
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt044037
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt032759
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt055 UNION STREET PO BOX 328
IRS990/USAddress/CityNm0SUMMIT
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd007901
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.NJUSA.US
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN LALLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08622463469
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW JERSEY UTILITY SHAREHOLDERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0NEWJ
ReturnHeader/Filer/EIN0320447101
ReturnHeader/Filer/PhoneNum08622463469
ReturnHeader/Filer/USAddress/AddressLine1Txt055 UNION STREET PO BOX 328
ReturnHeader/Filer/USAddress/CityNm0SUMMIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02024-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARRISON PEREIRA
ReturnHeader/ReturnTs02024-11-11T19:33:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,759
Liabilities
$6,215
Net assets
$26,544
Revenue
$54,200
Expenses
$60,636
Net income
-$6,436
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