2025-11-14T09:10:50-06:00 2024-12-31 231144520 TAIT WELLER & BAKER LLP 50 SOUTH 16TH STREET SUITE 2900 PHILADELPHIA PA 19102 990 2024-01-01 320447101 NEW JERSEY UTILITY SHAREHOLDERS ASSOCIATION NEWJ 8622463469 55 UNION STREET PO BOX 328 SUMMIT NJ 07901 KATHLEEN LALLY PRESIDENT 8622463469 2025-11-14 1 0 HARRISON PEREIRA P00746867 2159798800 2025-11-13 2024 2025-03-06 01:10:19Z KATHLEEN LALLY 55 UNION STREET PO BOX 328 SUMMIT NJ 07901 51280 0 X WWW.NJUSA.US X 2014 NJ 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. 5 4 0 4 0 0 0 0 54200 51280 0 0 0 0 54200 51280 0 0 0 0 0 0 0 0 2110 60636 58594 60636 58594 -6436 -7314 32759 28328 6215 9098 26544 19230 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. 0 0 26818 51280 MEMBERSHIP EDUCATIONAL FORUMS WERE HELD TO ORIENT MEMBERS TO THE NJ LEGISLATIVE AND REGULATORY PROCESSES. 26818 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 1 0 0 1 1 0 1 1 0 0 1 1 1 0 1 1 1 0 0 X KATHLEEN LALLY 8622463469 ONE EUCLID AVENUE SUMMIT NJ 07901 KATHLEEN LALLY PRESIDENT 15.00 X X 28000 0 0 STEPHANIE M SCOLA CHAIRPERSON 0.50 X X 0 0 0 DENNIS PUMA VICE PRESIDENT 0.50 X X 0 0 0 ARTHUR S GUIDA TREASURER 0.50 X X 0 0 0 EILEEN LEAHY DIRECTOR 0.30 X 0 0 0 28000 0 0 0 0 0 0 0 MEMBERSHIP DUES 900099 51280 51280 51280 51280 51280 0 0 38500 23100 13475 1925 12698 740 11958 3691 2214 1292 185 2440 2440 849 764 85 SUBSCRIPTIONS 360 360 GOVERNMENT ASSESSMENTS 56 56 58594 26818 29666 2110 32759 3178 0 25150 32759 28328 6165 9068 50 30 6215 9098 X 26544 19230 26544 19230 32759 28328 -7314 0 X 0 1 X 1 0 0 0 0 1 0 0 X 51280 0 51280 0 51280 58594 0 58594 0 58594 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 (2021-2023) OR EXPECTED TO BE TAKEN IN ITS 2024 TAX RETURN AND HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. KAL ASSOCIATES COMPANY OWNED BY PRESIDENT OF THE ORGANIZATION 28000 MANAGEMENT CONSULTING SERVICES 0 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.