Civic Intelligence

Utility Economic Development Association

990EZ • Fiscal year 2013 • EIN 01-0579984

Jan 01, 2013 to Dec 31, 2013 • Filed on May 12, 2014

1 Stewart CourtLittle Rock, AR 02840

(401) 619-5167

Siviq Scores

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

Liabilities / Assets

85th percentile

0.32x

Higher debt load relative to assets than 85% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

89th percentile

0.30x

Higher debt load relative to revenue than 89% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

31st percentile

-4.6%

Higher net margin than 31% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Asset Growth

50th percentile

3.0%

Faster asset growth than 50% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

39th percentile

-3.0%

Faster revenue growth than 39% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$179,089

Up $5,258 (+3.0%) from 2012

Net Assets

Down

$122,569

Down $8,617 (-6.6%) from 2012

Liabilities

Up

$56,520

Up $13,875 (+33%) from 2012

Revenue

Down

$188,414

Down $5,832 (-3.0%) from 2012

Expenses

Up

$197,031

Up $4,716 (+2.5%) from 2012

Net Income

Down

-$8,617

Down $10,548 (-546%) from 2012

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2010: $182,613Liabilities 2010: $69,760Net Assets 2010: $112,8532010Assets 2011: $170,065Liabilities 2011: $40,810Net Assets 2011: $129,2552011Assets 2012: $173,831Liabilities 2012: $42,645Net Assets 2012: $131,1862012Assets 2013: $179,089Liabilities 2013: $56,520Net Assets 2013: $122,5692013Assets 2014: $186,962Liabilities 2014: $69,435Net Assets 2014: $117,5272014Assets 2015: $214,209Liabilities 2015: $58,120Net Assets 2015: $156,0892015Assets 2016: $223,679Liabilities 2016: $62,810Net Assets 2016: $160,8692016Assets 2017: $248,692Liabilities 2017: $70,405Net Assets 2017: $178,2872017Assets 2018: $273,796Liabilities 2018: $70,260Net Assets 2018: $203,5362018Assets 2019: $254,482Liabilities 2019: $57,420Net Assets 2019: $197,0622019Assets 2020: $239,610Liabilities 2020: $63,927Net Assets 2020: $175,6832020Assets 2021: $183,406Liabilities 2021: $28,380Net Assets 2021: $155,0262021Assets 2022: $193,990Liabilities 2022: $75,687Net Assets 2022: $118,3032022Assets 2023: $170,459Liabilities 2023: $79,060Net Assets 2023: $91,3992023Assets 2024: $204,686Liabilities 2024: $83,380Net Assets 2024: $121,3062024

Highlighted filing

2013

Assets$179,089
Liabilities$56,520
Net Assets$122,569

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2010: $137,855Expenses 2010: $142,102Net Income 2010: -$4,2472010Expenses 2011: $188,6492011Revenue 2012: $194,246Expenses 2012: $192,315Net Income 2012: $1,9312012Revenue 2013: $188,414Expenses 2013: $197,031Net Income 2013: -$8,6172013Revenue 2014: $194,231Expenses 2014: $199,273Net Income 2014: -$5,0422014Revenue 2015: $229,258Expenses 2015: $190,696Net Income 2015: $38,5622015Revenue 2016: $196,692Expenses 2016: $191,912Net Income 2016: $4,7802016Revenue 2017: $223,178Expenses 2017: $205,760Net Income 2017: $17,4182017Revenue 2018: $221,053Expenses 2018: $195,804Net Income 2018: $25,2492018Revenue 2019: $210,151Expenses 2019: $216,625Net Income 2019: -$6,4742019Revenue 2020: $140,166Expenses 2020: $161,545Net Income 2020: -$21,3792020Revenue 2021: $156,637Expenses 2021: $177,294Net Income 2021: -$20,6572021Revenue 2022: $181,967Expenses 2022: $218,690Net Income 2022: -$36,7232022Revenue 2023: $231,084Expenses 2023: $257,988Net Income 2023: -$26,9042023Revenue 2024: $343,370Expenses 2024: $313,463Net Income 2024: $29,9072024

Highlighted filing

2013

Revenue$188,414
Expenses$197,031
Net Income-$8,617
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 12, 2014
Return Version
2013v3.1
Gross Receipts
$188,414
Mission and Program Overview

Mission

Provide educational and networking opportunities for economic development of certain utilities

Provide educational and networking opportunities for economic development for certain utilities

Program Services

DescriptionGrantsExpenses
Summer Forum - held July 29-31,2013 in Green Bay, Wisconsin. With the theme "New Regional Plays to Improve Your Economic Development Game" 59 utility economic developers and associate members heard presentations on a variety of economic development ideas to strengthen the manufacturing sector and to improve job growth. Sessions included The Integrys Perspective-Economic Development Importance to Gas & Electric Utilities-EEI:Powering the Future- National Persecutive from Wisconsin Taxpayers Alliance- The Utility Role in Tech Transfer & Entrepreneurial Development-Building Tomorrow's Workforce: Meeting Economic Developments Greatest Challenge- CNG:A Win for Customers & Utilities- Regional Economic Impact of Professional Sports Teams- Site Selection Panel.A membership meeting was also conducted.--
Winter Forum- held March 4-6, 2013 in Scottsdale, Arizona. The theme was "Economic Development Opportunities at the Dawn of a New Era". Sixty-eight utility economic developers and associate members heard presentations on innovative and successful development strategies. Sessions included: "Economic Development in Challenging Times- Site Selection Trends- Creative Ways to Recruit and Retain Companies- Innovative Successful Strategies- Data Centers: Market Drivers & Site Selection Considerations- The Shale Gas Revolution- Powering Innovation: What is the Utility Role? Planning for an Eventual Return to GrowthA Membership Meeting was also conducted.--
The UEDA/Kellogg Executive Course was held October 17-29,2013 in Chicago, IL. With the theme "Building Tomorrow's Workforce: Meeting Economic Development's Greatest Challenge" 23 utility economic developers and their regional economic development allies participated in this course. The course focused on the active role companies and their civic leadership must play in shaping regional workforces in order to compete successfully in world markets. Sessions included: How We Won and Implemented a $20MM Skills Development Foundation Grant -Climbing the Mountains:Prioritizing Workforce Solutions- Meeting Competitive Workforce Needs: The Global Challenge- How Workforce Drives Business Location- Innovative Unemployed/Employer Links- Improving School to Workforce Transition: High School through University- Is Entrepreneurship the Answer? Can Entrepreneurship be Taught? -Kellogg Strategic Initiatives to Prepare Leaders of The Future- Building Cross-Organizational Coalition: Creating the Greater Pensacola BP Oil Spill Workforce Strategy--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT AGNEWExecutive DirecPT$0--
CHRISTINA AGNEWManaging DirectPT$0--
STUART AMESDirector-$0--
THEODORE PENNTreasurerPT$0--
JAMES HANKEDirector-$0--
THERESA HASKINSDirector-$0--
JOHN COOKDirector-$0--
DARNITA BRADLEYDirector-$0--
RICK EDWARDSDirector-$0--
JOHN ENGELMANNSecretary-$0--
NANCY NORRDirector-$0--
DEBORAH GRAYDirector-$0--
JOSEPH RUSSODirector-$0--
ALLAN HOOPERDirector-$0--
EDWARD SITARPresidentPT$0--
DAVID HUMINICKIDirector-$0--
MARC HOENSTEINEDirector-$0--
PATRICK J KELLYDirector-$0--
STEVE WARRENDirector-$0--
JONANTHAN SANGSTERDirector-$0--
BRAD WOODRINGVice President-$0--
Filing and Contact Details

Filer

EIN
01-0579984
Phone
4016195167

Signing Officer

Name
Robert Agnew
Title
Executive Director
Signed
2014-05-12
Discuss with paid preparer
Yes

Preparer

Preparer
Elliot Steinberg
Phone
2129462668
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $2707

Other Expenses.1007

Conferences, Conventions, and Meetings $86012

Other Expenses.1

Credit Card Processing Fees $5667

Other Expenses.2

Communication expense $2457

Other Expenses.3

Web Site $1803

Other Expenses.4

Member services $685

Other Assets.1005

Accounts Receivable - Beginning $9090 Accounts Receivable - Ending $13760

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $7422 Prepaid Expenses and Deferred Charges - Ending $3719

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $28290

Total Liabilities.1003

Deferred Revenue - Beginning $42645 Deferred Revenue - Ending $28230

Raw XML Appendix195 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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Summer Forum - held July 29-31,2013 in Green Bay, Wisconsin. With the theme "New Regional Plays to Improve Your Economic Development Game" 59 utility economic developers and associate members heard presentations on a variety of economic development ideas to strengthen the manufacturing sector and to improve job growth. Sessions included The Integrys Perspective-Economic Development Importance to Gas & Electric Utilities-EEI:Powering the Future- National Persecutive from Wisconsin Taxpayers Alliance- The Utility Role in Tech Transfer & Entrepreneurial Development-Building Tomorrow's Workforce: Meeting Economic Developments Greatest Challenge- CNG:A Win for Customers & Utilities- Regional Economic Impact of Professional Sports Teams- Site Selection Panel.A membership meeting was also conducted.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Winter Forum- held March 4-6, 2013 in Scottsdale, Arizona. The theme was "Economic Development Opportunities at the Dawn of a New Era". Sixty-eight utility economic developers and associate members heard presentations on innovative and successful development strategies. Sessions included: "Economic Development in Challenging Times- Site Selection Trends- Creative Ways to Recruit and Retain Companies- Innovative Successful Strategies- Data Centers: Market Drivers & Site Selection Considerations- The Shale Gas Revolution- Powering Innovation: What is the Utility Role? Planning for an Eventual Return to GrowthA Membership Meeting was also conducted.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The UEDA/Kellogg Executive Course was held October 17-29,2013 in Chicago, IL. With the theme "Building Tomorrow's Workforce: Meeting Economic Development's Greatest Challenge" 23 utility economic developers and their regional economic development allies participated in this course. The course focused on the active role companies and their civic leadership must play in shaping regional workforces in order to compete successfully in world markets. Sessions included: How We Won and Implemented a $20MM Skills Development Foundation Grant -Climbing the Mountains:Prioritizing Workforce Solutions- Meeting Competitive Workforce Needs: The Global Challenge- How Workforce Drives Business Location- Innovative Unemployed/Employer Links- Improving School to Workforce Transition: High School through University- Is Entrepreneurship the Answer? Can Entrepreneurship be Taught? -Kellogg Strategic Initiatives to Prepare Leaders of The Future- Building Cross-Organizational Coalition: Creating the Greater Pensacola BP Oil Spill Workforce Strategy
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2707
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $86012
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Credit Card Processing Fees $5667
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Communication expense $2457
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT AGNEW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10UTILITY ECONOMIC DEVELOPMENT ASSOCIATIOn
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ReturnHeader/Filer/EIN0010579984
ReturnHeader/Filer/PhoneNum04016195167
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ReturnHeader/Filer/USAddress/City0NEWPORT
ReturnHeader/Filer/USAddress/State0RI
ReturnHeader/Filer/USAddress/ZIPCode002840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ELLIOT STEINBERG CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10112 West 34th Street Floor 18
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode010120
ReturnHeader/PreparerPersonGrp/PhoneNum02129462668
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elliot Steinberg
ReturnHeader/ReturnTs02014-05-12T13:52:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.83$1.21$3.43$3.13$0.30
2023Detailed filing. Detailed filing data is available for this year.$1.70$0.79$0.91$2.31$2.58$0.27
2022Detailed filing. Detailed filing data is available for this year.$1.94$0.76$1.18$1.82$2.19$0.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.28$1.55$1.57$1.77$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.64$1.76$1.40$1.62$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.57$1.97$2.10$2.17$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.70$2.04$2.21$1.96$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$0.70$1.78$2.23$2.06$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.63$1.61$1.97$1.92$0.05
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.14$0.58$1.56$2.29$1.91$0.39
2014Detailed filing. Detailed filing data is available for this year.$1.87$0.69$1.18$1.94$1.99$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.79$0.57$1.23$1.88$1.97$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.43$1.31$1.94$1.92$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.41$1.29$1.89
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.83$0.70$1.13$1.38$1.42$0.04