Civic Intelligence

National Utility Industry Training Fund

990 • Fiscal year 2023 • EIN 26-3189488

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

900 Seventh Street NW 3rd FloorWashington, DC 20001

(202) 728-6066

Siviq Scores

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

Liabilities / Assets

51st percentile

0.02x

Higher debt load relative to assets than 51% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

50th percentile

0.02x

Higher debt load relative to revenue than 50% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

89th percentile

45%

Higher net margin than 89% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

96th percentile

$182,289

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 27.0% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

91st percentile

74%

Faster asset growth than 91% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

89th percentile

87%

Faster revenue growth than 89% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$646,053

Up $275,336 (+74%) from 2022

Net Assets

Up

$633,144

Up $304,352 (+93%) from 2022

Liabilities

Down

$12,909

Down $29,016 (-69%) from 2022

Revenue

Up

$675,459

Up $313,420 (+87%) from 2022

Expenses

Down

$371,107

Down $121,531 (-25%) from 2022

Net Income

Up

$304,352

Up $434,951 (+333%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $428,605Liabilities 2012: $22,974Net Assets 2012: $405,6312012Assets 2013: $912,987Liabilities 2013: $5,101Net Assets 2013: $907,8862013Assets 2014: $1,014,270Liabilities 2014: $836Net Assets 2014: $1,013,4342014Assets 2016: $925,532Liabilities 2016: $16,584Net Assets 2016: $908,9482016Assets 2017: $843,882Liabilities 2017: $47,772Net Assets 2017: $796,1102017Assets 2018: $900,989Liabilities 2018: $92,542Net Assets 2018: $808,4472018Assets 2019: $827,986Liabilities 2019: $195,452Net Assets 2019: $632,5342019Assets 2020: $627,128Liabilities 2020: $86,313Net Assets 2020: $540,8152020Assets 2021: $652,490Liabilities 2021: $193,099Net Assets 2021: $459,3912021Assets 2022: $370,717Liabilities 2022: $41,925Net Assets 2022: $328,7922022Assets 2023: $646,053Liabilities 2023: $12,909Net Assets 2023: $633,1442023Assets 2024: $750,489Liabilities 2024: $20,802Net Assets 2024: $729,6872024

Highlighted filing

2023

Assets$646,053
Liabilities$12,909
Net Assets$633,144

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $1,045,4972012Revenue 2013: $2,155,237Expenses 2013: $1,652,982Net Income 2013: $502,2552013Revenue 2014: $2,038,003Expenses 2014: $1,932,456Net Income 2014: $105,5472014Revenue 2016: $560,332Expenses 2016: $994,935Net Income 2016: -$434,6032016Revenue 2017: $715,308Expenses 2017: $828,144Net Income 2017: -$112,8362017Revenue 2018: $746,912Expenses 2018: $734,577Net Income 2018: $12,3352018Revenue 2019: $710,360Expenses 2019: $886,274Net Income 2019: -$175,9142019Revenue 2020: $389,182Expenses 2020: $480,901Net Income 2020: -$91,7192020Revenue 2021: $499,622Expenses 2021: $651,417Net Income 2021: -$151,7952021Revenue 2022: $362,039Expenses 2022: $492,638Net Income 2022: -$130,5992022Revenue 2023: $675,459Expenses 2023: $371,107Net Income 2023: $304,3522023Revenue 2024: $493,105Expenses 2024: $396,562Net Income 2024: $96,5432024

Highlighted filing

2023

Revenue$675,459
Expenses$371,107
Net Income$304,352
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$675,459
Mission and Program Overview

Mission

To provide cost-effective skills training to employees of utility companies and others.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$132,547$296,742▲ $164,195
Savings and Temporary Cash Investments$143,075$226,267▲ $83,192
Accounts Receivable$87,891$115,421▲ $27,530
Prepaid Expenses and Deferred Charges$7,204$7,623▲ $419
Total Assets$370,717$646,053▲ $275,336
Liabilities
Accounts Payable and Accrued Expenses$41,925$12,909▼ $29,016
Total Liabilities$41,925$12,909▼ $29,016
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$328,792$383,144▲ $54,352
Net Assets With Donor Restrictions-$250,000-
Total Net Assets Fund Balance$328,792$633,144▲ $304,352
Total Liabilities and Net Assets / Fund Balance$370,717$646,053▲ $275,336
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mark BakerExecutive DirectorFT$182,289$182,289

Board Members and Trustees

NameTitle
Kenneth CooperCo-chairman
Roger MarbuttCo-chairman
Brian ThompsonBoard Member
Jason SchultzBoard Member
Jeff PeoplesBoard Member
Mark HagerBoard Member
Donnie ColstonSecretary
Randy VannessTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$668,500
Investment Income
$3,247
Other Revenue
$3,712
Change in Net Assets
$304,352

Audited Revenue Reconciliation

Revenue per Audited Statements
$675,459
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$182,289
Total Revenue per Audited Statements
$857,748
Total Revenue per Form 990
$675,459
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$328,642
Salaries, Compensation, and Employee Benefits$42,465
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$38,197--$38,197
Fees for Services Accounting-$27,249-$27,249
Fees for Services Legal-$24,000-$24,000
Insurance-$23,331-$23,331
Fees for Services Other-$22,982-$22,982
Travel$13,402--$13,402
Payroll Taxes$3,232--$3,232
Other Expenses$212,752$3,000-$3,000
Office Expenses-$1,723-$1,723
Other Employee Benefits-$1,036-$1,036
Information Technology$102$101-$203
Total Functional Expenses$267,685$103,422$0$371,107

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$553,396
Expenses per Audited Statements$371,107
Total Expenses per Form 990$371,107
Expenses Not Reported on Form 990$182,289
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 is prepared by an independent accounting firm and is reviewed by senior management and officers of the organization before it is filed with irs.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
National Utility Industry Training Fund
EIN
26-3189488
Phone
2027286066
Address
900 SEVENTH STREET NW 3RD FLOOR, WASHINGTON, DC 20001

Signing Officer

Name
Mark Baker
Title
Executive Director
Phone
2027286066
Signed
2024-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Baker
Formed
2008
Legal Domicile
Dc
Voting Board Members
8
Independent Board Members
8
Employees
3
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Erin Cranmer
Phone
2023319880
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process has not changed from the prior year

Financial Statement Notes

PART X, LINE 2:

The organization is exempt from federal income taxes under internal revenue code section 501(c)(3), accordingly no provision for income tax expenses were made. The organization filed and was approved for exempt 501(c)(3) status to the internal revenue service on october 16, 2009. The federal form 990 is subject to examination by the internal revenue service generally for three years after its filing.

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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02590123
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03247
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0826
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt051
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0321
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02402
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06847
IRS990ScheduleA/InvestmentIncomeCYPct00.00260
IRS990ScheduleA/InvestmentIncomePYPct00.00290
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt03712
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt034473
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01321
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0186
IRS990ScheduleA/OtherIncome509Grp/TotalAmt039692
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98230
IRS990ScheduleA/PublicSupportPY509Pct00.98410
IRS990ScheduleA/PublicSupportTotal509Amt02590123
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0668500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0326740
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0498250
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0388675
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0707958
IRS990ScheduleA/Total509Grp/TotalAmt02590123
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0675459
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0362039
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0499622
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0389182
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0710360
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02636662
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0182289
IRS990ScheduleD/DonatedServicesUseFcltsAmt0182289
IRS990ScheduleD/ExpensesNotReportedAmt0182289
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0371107
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt0182289
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0675459
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), ACCORDINGLY NO PROVISION FOR INCOME TAX EXPENSES WERE MADE. THE ORGANIZATION FILED AND WAS APPROVED FOR EXEMPT 501(C)(3) STATUS TO THE INTERNAL REVENUE SERVICE ON OCTOBER 16, 2009. THE FEDERAL FORM 990 IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE GENERALLY FOR THREE YEARS AFTER ITS FILING.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0371107
IRS990ScheduleD/TotalRevenuePerForm990Amt0675459
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0857748
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0553396
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0182289
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARK BAKER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0182289
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR IS DEDICATED FULL-TIME TO THE NUITF AND HIS COMPENSATION AND BENEFITS ARE FUNDED BY THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS (IBEW), AN UNRELATED ORGANIZATION. ACCORDINGLY, THESE AMOUNTS HAVE BEEN RECORDED AS CONTRIBUTION IN-KIND TO THE NUITF, BUT REPORTED ON FORM 990, PART VII AND SCHEDULE J, PART II AS PER FORM 990 INSTRUCTIONS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VII, LINE 5
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND IS REVIEWED BY SENIOR MANAGEMENT AND OFFICERS OF THE ORGANIZATION BEFORE IT IS FILED WITH IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0370717
IRS990/TotalAssetsEOYAmt0646053
IRS990/TotalAssetsGrp/BOYAmt0370717
IRS990/TotalAssetsGrp/EOYAmt0646053
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0103422
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0267685
IRS990/TotalFunctionalExpensesGrp/TotalAmt0371107
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt041925
IRS990/TotalLiabilitiesEOYAmt012909
IRS990/TotalLiabilitiesGrp/BOYAmt041925
IRS990/TotalLiabilitiesGrp/EOYAmt012909
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0328792
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0633144
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0267685
IRS990/TotalProgramServiceRevenueAmt0668500
IRS990/TotalReportableCompFromOrgAmt0182289
IRS990/TotalRevenueGrp/ExclusionAmt03247
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0672212
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0675459
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0370717
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0646053
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt013402
IRS990/TravelGrp/TotalAmt013402
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0900 SEVENTH STREET NW 3RD FLOOR
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020001
IRS990/VotingMembersGoverningBodyCnt08

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.02$0.73$0.49$0.40$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.65$0.01$0.63$0.68$0.37$0.30
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.04$0.33$0.36$0.49$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.19$0.46$0.50$0.65$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.09$0.54$0.39$0.48$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.20$0.63$0.71$0.89$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.09$0.81$0.75$0.73$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.05$0.80$0.72$0.83$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.02$0.91$0.56$0.99$0.43
2014Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$2.04$1.93$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.91$0.01$0.91$2.16$1.65$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.02$0.41$1.05