Civic Intelligence

Sacramento Municipal Utility Employees Association

990EZ • Fiscal year 2023 • EIN 23-7066476

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

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.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

14th percentile

-30%

Higher net margin than 14% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

22nd percentile

-16%

Faster asset growth than 22% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

50th percentile

3.7%

Faster revenue growth than 50% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$114,980

Down $21,467 (-16%) from 2022

Net Assets

Down

$114,980

Down $21,467 (-16%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin14th percentile

Revenue

Up

$72,065

Up $2,565 (+3.7%) from 2022

Expenses

Up

$93,532

Up $56,704 (+154%) from 2022

Net Income

Down

-$21,467

Down $54,139 (-166%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2023

Assets$114,980
Liabilities$0
Net Assets$114,980
Open 2023 Filing

Operations Trend

Revenue Growth50th 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

2023

Revenue$72,065
Expenses$93,532
Net Income-$21,467
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Gross Receipts
$72,065
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, Family Picnic$0$87,929
Provided 3 successful employee activities in the year 2023$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
2024-05-15
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Children's Holiday Party;27281|Family Picnic;54667|Children's Spring Carnival;5981^Total;87929^”

Raw XML Appendix133 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/BOYAmt0136447
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0114980
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-21467
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02023
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0136447
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0114980
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt072065
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt072065
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0136447
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0114980
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0136447
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0114980
IRS990EZ/OccupancyRentUtltsAndMaintAmt03480
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
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/OtherExpensesTotalAmt087929
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 3 successful employee activities in the year 2023
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Children's Holiday Party, Spring Carnival, Family Picnic
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt187929
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/TotalExpensesAmt093532
IRS990EZ/TotalProgramServiceExpensesAmt087929
IRS990EZ/TotalRevenueAmt072065
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Children's Holiday Party;27281|Family Picnic;54667|Children's Spring Carnival;5981^Total;87929^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0I was under the impression we had and automatic 6 month extension, upon further research and understanding my error I immediately filed.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
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/SignatureDt02024-05-15
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/ReturnTs02024-05-22T15:54:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ross
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hartman
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$114,980
Liabilities
$0
Net assets
$114,980
Revenue
$72,065
Expenses
$93,532
Net income
-$21,467
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