Civic Intelligence

Sacramento Municipal Utility Employees Association

990EZ • Fiscal year 2022 • EIN 23-7066476

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 16, 2023

Organization ProfileSMUD
6301 S StreetSacramento, CA 95817

(916) 531-3702

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

85th percentile

31%

Faster asset growth than 85% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

30th percentile

-4.8%

Faster revenue growth than 30% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$136,447

Up $32,672 (+31%) from 2021

Net Assets

Up

$136,447

Up $32,672 (+31%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin91st percentile

Revenue

Down

$69,500

Down $3,470 (-4.8%) from 2021

Expenses

Up

$36,828

Up $4,517 (+14%) from 2021

Net Income

Down

$32,672

Down $7,987 (-20%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$150K$100K$50K$0Assets 2021: $103,775Liabilities 2021: $0Net Assets 2021: $103,7752021Assets 2022: $136,447Liabilities 2022: $0Net Assets 2022: $136,4472022Assets 2023: $114,980Liabilities 2023: $0Net Assets 2023: $114,9802023Assets 2024: $95,986Liabilities 2024: $0Net Assets 2024: $95,9862024

Highlighted filing

2022

Assets$136,447
Liabilities$0
Net Assets$136,447
Open 2022 Filing

Operations Trend

Revenue Growth30th percentile

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

$100K$50K$0-$50KRevenue 2021: $72,970Expenses 2021: $32,311Net Income 2021: $40,6592021Revenue 2022: $69,500Expenses 2022: $36,828Net Income 2022: $32,6722022Revenue 2023: $72,065Expenses 2023: $93,532Net Income 2023: -$21,4672023Revenue 2024: $73,750Expenses 2024: $92,744Net Income 2024: -$18,9942024

Highlighted filing

2022

Revenue$69,500
Expenses$36,828
Net Income$32,672
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 16, 2023
Return Version
2022v5.0
Gross Receipts
$69,500
Mission and Program Overview

Mission

We are a non profit employees association intended on creating a fellowship and fraternity for its members by providing social and recreational activities

Program Services

DescriptionGrantsExpenses
Children's Holiday Party, Spring Carnival, Fall Festival, Crab Feed & Dance$0$45,853
Provided 4 successful employee activities in the year 2021$0$0
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ross HartmanBoard PresidentPT$0--
Sunny BuchertBoard TreasurerPT$0--
Sebrena BaxterBoard Vice PresidentPT$0--
Jennie ShawBoard SecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Sea
EIN
23-7066476
Phone
9165313702
Address
6301 S Street, Sacramento, CA 95817

Signing Officer

Name
Ross Hartman
Title
Board President
Phone
9165313702
Signed
2023-10-16
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Children's Holiday Party - Social event and activities provided for members and children in celebration on the holidays - $13,449.80 Spring Carnival - Social event and activities provided for members and family - $2,832.16 Fall Festival - Social event and activities provided for all members and family - $15,656.32”

Raw XML Appendix131 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Ross Hartman
IRS990EZ/BooksInCareOfDetail/PhoneNum09165313702
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06301 S Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sacramento
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095817
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0103775
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0136447
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt032672
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02150
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0103775
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0136447
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt069500
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt069500
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0103775
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0136447
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0103775
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0136447
IRS990EZ/OccupancyRentUtltsAndMaintAmt02640
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt125
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ross Hartman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sunny Buchert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sebrena Baxter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jennie Shaw
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt031938
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0We are a non profit employees association intended on creating a fellowship and fraternity for its members by providing social and recreational activities
IRS990EZ/PrintingPublicationsPostageAmt0100
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided 4 successful employee activities in the year 2021
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Children's Holiday Party, Spring Carnival, Fall Festival, Crab Feed & Dance
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt145853
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt036828
IRS990EZ/TotalProgramServiceExpensesAmt045853
IRS990EZ/TotalRevenueAmt069500
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Children's Holiday Party - Social event and activities provided for members and children in celebration on the holidays - $13,449.80 Spring Carnival - Social event and activities provided for members and family - $2,832.16 Fall Festival - Social event and activities provided for all members and family - $15,656.32
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0Due to the California Emergency Act for flooding, and as this fell into the area of impact, the filing date was deferred to the new date of 10/16/2023
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ross Hartman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Board President
ReturnHeader/BusinessOfficerGrp/PhoneNum09165313702
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SEA
ReturnHeader/Filer/BusinessNameControlTxt0SEA
ReturnHeader/Filer/EIN0237066476
ReturnHeader/Filer/PhoneNum09165313702
ReturnHeader/Filer/USAddress/AddressLine1Txt06301 S Street
ReturnHeader/Filer/USAddress/CityNm0Sacramento
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095817
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-10-16T18:31:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$136,447
Liabilities
$0
Net assets
$136,447
Revenue
$69,500
Expenses
$36,828
Net income
$32,672
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.74$0.93$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.72$0.94$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.70$0.37$0.33
2021Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.73$0.32$0.41