NEW JERSEY UTILITY SHAREHOLDERS ASSOCIATION (EIN 320447101) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Principal Officer

KATHLEEN LALLY

Phone

8622463469

Tax Period

2024-01-01 to 2024-12-31

NEW JERSEY UTILITY SHAREHOLDERS ASSOCIATION, founded in 2014, is a micro nonprofit in the Public & Societal Benefit sector that reported $51K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $59K exceeded revenue, resulting in a 14% operating deficit.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $51,280

Investment Income $0

Other Revenue $0

TOTAL REVENUE $51,280

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,110

Program Expenses $26,818

Other Expenses $58,594

TOTAL EXPENSES $58,594

Year-over-Year Comparison

	2024	2023	Change
Revenue	$51,280	$54,200	-0.1%
Expenses	$58,594	$60,636	0.0%
Net Income	$-7,314	$-6,436	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$28,000

Total Directors

$28,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN LALLY	PRESIDENT	15.00	Officer Director	$28,000	$0	$28,000
STEPHANIE M SCOLA	CHAIRPERSON	0.50	Officer Director	$0	$0	$0
DENNIS PUMA	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
ARTHUR S GUIDA	TREASURER	0.50	Officer Director	$0	$0	$0
EILEEN LEAHY	DIRECTOR	0.30	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$51,280	$58,594	$28,328	$-7,314
2023	$54,200	$60,636	$32,759	$-6,436
2022	$133,074	$145,508	$44,037	$-12,434
2021	$176,625	$163,864	$66,881	$12,761
2020	$156,963	$200,789	$47,266	$-43,826
2019	$301,725	$312,335	$100,152	$-10,610
2018	$290,065	$296,435	$109,556	$-6,370

NEW JERSEY UTILITY SHAREHOLDERS ASSOCIATION