2024-04-29T11:20:04-05:00 2023-12-31 223271712 MERCADIEN PC PO BOX 7648 PRINCETON NJ 085437648 990 2023-01-01 221723245 NEW JERSEY UTILITIES ASSOCIATION INC NEWJ 6093921000 36 WEST MAIN STREET SUITE 203 FREEHOLD NJ 07728 RICHARD HENNING PRESIDENT 6093921000 2024-04-29 1 RICHARD HENNING 999009999 1 RAPHAEL J CARLETTI CPA P01747794 6096899700 2024-04-29 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X RICHARD HENNING 36 WEST MAIN STREET SUITE 203 FREEHOLD NJ 07728 1088251 0 X WWW.NJUA.COM X 1915 NJ SUPPORTS NEW JERSEY UTILITIES ON BROAD BASED INDUSTRY AND BUSINESS ISSUES. 16 16 4 19 0 0 0 0 937240 970314 19076 80927 18906 20006 975222 1071247 28399 24010 0 0 523171 536386 0 0 0 372219 460232 923789 1020628 51433 50619 2384935 2677407 52348 247879 2332587 2429528 X TO PROMOTE A BROADER UNDERSTANDING OF THE INVESTOR-OWNED UTILITY INDUSTRY AND ITS CONTRIBUTIONS TO PUBLIC WELL-BEING AND NEW JERSEY'S ECONOMY, ADVOCATE FOR THE INDUSTRY BEFORE THE STATE LEGISLATURE AND REGULATORY AGENCIES TO ACHIEVE POLICIES THAT PROMOTE THE INTEREST OF UTILITIES AND THEIR CUSTOMERS IN THE PROVISION OF SAFE, RELIABLE, ENVIRONMENTALLY CONSCIOUS AND COST-EFFECTIVE SERVICES, AND IMPROVE EFFICIENCY AND SERVICE THROUGH THE EXCHANGE OF IDEAS, EXPERIENCE AND KNOW-HOW AMONG UTILITY COMPANIES. 0 0 1020628 24010 970314 PROMOTE A BROADER UNDERSTANDING OF THE INVESTOR-OWNED UTILITY INDUSTRY AND ITS CONTRIBUTIONS TO PUBLIC WELL-BEING AND NEW JERSEY'S ECONOMY, ADVOCATE FOR THE INDUSTRY BEFORE THE STATE LEGISLATURE AND REGULATORY AGENCIES TO ACHIEVE POLICIES THAT PROMOTE THE INTEREST OF UTILITIES AND THEIR CUSTOMERS IN THE PROVISION OF SAFE, RELIABLE, ENVIRONMENTALLY CONSCIOUS AND COST-EFFECTIVE SERVICES, AND IMPROVE EFFICIENCY AND SERVICE THROUGH THE EXCHANGE OF IDEAS, EXPERIENCE AND KNOW-HOW AMONG UTILITY COMPANIES. 1020628 0 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 19 0 1 4 1 0 0 0 0 1 1 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X RICHARD HENNING 6093921000 36 WEST MAIN STREET SUITE 203 FREEHOLD NJ 07728 MARK KAHRER CHAIRMAN 1.00 X X 0 0 0 ROBERT SANCHEZ 1ST VICE CHAIRMAN 1.00 X X 0 0 0 KIM HANEMANN 2ND VICE CHAIRMAN 1.00 X X 0 0 0 DAVID ERN TREASURER 1.00 X X 0 0 0 MELISSA ORSEN SECRETARY 1.00 X X 0 0 0 JOSEPH F ACCARDO JR DIRECTOR 1.00 X 0 0 0 LAWRENCE CARSON DIRECTOR 1.00 X 0 0 0 JAMES V FAKULT IMMEDIATE PAST CHAIRMAN 1.00 X 0 0 0 LORRIE GINEGAW DIRECTOR 1.00 X 0 0 0 ANDREW HENDRY DIRECTOR 1.00 X 0 0 0 AVA-MARIE MADEAM DIRECTOR 1.00 X 0 0 0 MARK K MCDONOUGH DIRECTOR 1.00 X 0 0 0 DOUG MOKOID DIRECTOR 1.00 X 0 0 0 KEVIN O'CONNOR DIRECTOR 1.00 X 0 0 0 AMBER PERRY DIRECTOR 1.00 X 0 0 0 WENDY STEWART DIRECTOR 1.00 X 0 0 0 RICHARD HENNING PRESIDENT & CEO 40.00 X 218400 0 20411 CHRISTINA FARRELL VICE PRESIDENT 40.00 X 122937 0 14460 341337 0 34871 2 0 1 0 0 MEMBERSHIP DUES 900099 820199 820199 ANNUAL MEETING 900099 150115 150115 970314 80927 80927 37010 17004 20006 20006 1071247 970314 0 100933 5760 18250 263111 195930 3974 41297 32074 15916 70242 41517 81550 20025 15127 50865 14851 119686 474 7710 MISC. EXPENSES 15294 DUES AND SUBSCRIPTIONS 6975 1020628 128217 150310 1620138 1686386 8402 1261 5817 60680 0 474 598391 646851 23496 131919 2384935 2677407 36662 118014 180 15686 129685 52348 247879 X 2286226 2381411 46361 48117 2332587 2429528 2384935 2677407 50619 46322 0 X X 0 1 X 1 0 0 0 0 820199 123030 123030 123624 -594 0 LIFESTRATEGY INCOME FUND 646851 F 646851 LEASE LIABILITIES 129685 129685 X 1134573 46322 46322 1088251 -17004 -17004 1071247 1037632 17004 17004 1020628 0 1020628 PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THAT THE ASSOCIATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PART XI, LINE 4B - OTHER ADJUSTMENTS: GOLF EVENT -17,004. PART XII, LINE 2D - OTHER ADJUSTMENTS: GOLF EVENT 17,004. GOLF OUTING 37010 37010 13151 3853 37010 37010 13151 3853 17004 20006 1 0 1 SCHOLARSHIPS 20 18250 PART I, LINE 2: SCHOLARSHIPS ARE AWARDED TO QUALIFIED APPLICANTS WITH A FINANCIAL NEED. THE ASSOCIATION OBTAINS TRANSCRIPTS WITH FINAL GRADES AND THE STUDENTS' SCHEDULES FOR THE UPCOMING SEMESTER TO VERIFY ENROLLMENT AND QUALIFICATION FOR CONTINUING RECEIPT OF SCHOLARSHIP PAYMENTS. THERE ARE TWO SCHOLARSHIPS AWARDED: THE NJUA EXCELLENCE IN DIVERSITY SCHOLARSHIP AWARD IS GIVEN TO QUALIFIED MINORITY, FEMALES AND/ OR DISABLED STUDENTS TO PURSUE HIGHER EDUCATION. THE JAMES R. LEVA SCHOLARSHIP IS GIVEN TO ASSIST NJUA MEMBER COMPANY EMPLOYEES WHO ARE EMPLOYED IN NEW JERSEY OR THEIR FAMILIES IN PURSUING THEIR HIGHER EDUCATION GOALS. X 1 1 X X 0 0 0 RICHARD HENNING PRESIDENT & CEO 176400 0 42000 0 0 0 8736 0 11675 0 238811 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION'S MEMBERS ARE COMPRISED PRIMARILY OF NEW JERSEY INVESTOR-OWNED UTILITIES. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ASSOCIATION ELECT THE MEMBERS OF THE BOARD OF DIRECTORS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND PROVIDED TO THE PRESIDENT FOR REVIEW. UPON APPROVAL, THE FORM IS PRESENTED TO THE BOARD OF DIRECTORS AND REVIEWED FOR ACCURACY AND COMPLETENESS PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ANNUALLY COMPLETES A CONFLICT OF INTEREST DISCLOSURE FORM WHICH IS SUBMITTED TO THE PRESIDENT FOR REVIEW. ANY CONFLICTS ARE REPORTED BACK TO THE BOARD AND THE AFFECTED BOARD MEMBERS WOULD ABSTAIN FROM ANY VOTING ON CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS EVALUATES THE PRESIDENT'S PERFORMANCE AND AWARDS A COMPENSATION PACKAGE FOR THE FISCAL YEAR. THE COMMITTEE PERIODICALLY OBTAINS COMPARABLE DATA FOR COMPENSATION RANGES FOR THE PRESIDENT FROM SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.