Civic Intelligence

Citizens Utility Board

990 • Fiscal year 2021 • EIN 36-3306846

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

309 W Washington 800Chicago, IL 60606

(312) 263-4282

Siviq Scores

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

Liabilities / Assets

94th percentile

0.85x

Higher debt load relative to assets than 94% of similar nonprofits.

2021 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

82nd percentile

0.67x

Higher debt load relative to revenue than 82% of similar nonprofits.

2021 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2021

Net Margin

32nd percentile

1.7%

Higher net margin than 32% of similar nonprofits.

2021 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

94th percentile

$152,200

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 19.5% of source-year revenue.

2021 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2021

Asset Growth

61st percentile

8.7%

Faster asset growth than 61% of similar nonprofits.

2021 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

17th percentile

-18%

Faster revenue growth than 17% of similar nonprofits.

2021 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$615,865

Up $49,119 (+8.7%) from 2020

Net Assets

Up

$90,389

Up $13,138 (+17%) from 2020

Liabilities

Up

$525,476

Up $35,981 (+7.4%) from 2020

Revenue

Down

$781,141

Down $173,221 (-18%) from 2020

Expenses

Down

$768,003

Down $150,313 (-16%) from 2020

Net Income

Down

$13,138

Down $22,908 (-64%) from 2020

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2010: $1,198,913Liabilities 2010: $135,593Net Assets 2010: $1,063,3202010Assets 2011: $1,572,992Liabilities 2011: $167,327Net Assets 2011: $1,405,6652011Assets 2012: $999,388Liabilities 2012: $102,154Net Assets 2012: $897,2342012Assets 2013: $589,595Liabilities 2013: $303,739Net Assets 2013: $285,8562013Assets 2014: $324,758Liabilities 2014: $155,087Net Assets 2014: $169,6712014Assets 2015: $203,068Liabilities 2015: $340,048Net Assets 2015: -$136,9802015Assets 2016: $231,335Liabilities 2016: $373,455Net Assets 2016: -$142,1202016Assets 2017: $284,804Liabilities 2017: $359,204Net Assets 2017: -$74,4002017Assets 2018: $494,515Liabilities 2018: $469,677Net Assets 2018: $24,8382018Assets 2019: $361,938Liabilities 2019: $320,733Net Assets 2019: $41,2052019Assets 2020: $566,746Liabilities 2020: $489,495Net Assets 2020: $77,2512020Assets 2021: $615,865Liabilities 2021: $525,476Net Assets 2021: $90,3892021Assets 2022: $1,197,461Liabilities 2022: $1,021,001Net Assets 2022: $176,4602022Assets 2023: $742,403Liabilities 2023: $768,121Net Assets 2023: -$25,7182023Assets 2024: $718,133Liabilities 2024: $723,521Net Assets 2024: -$5,3882024

Highlighted filing

2021

Assets$615,865
Liabilities$525,476
Net Assets$90,389

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,717,9932010Expenses 2011: $2,000,3392011Expenses 2012: $2,224,4082012Revenue 2013: $1,315,214Expenses 2013: $1,926,592Net Income 2013: -$611,3782013Revenue 2014: $1,479,590Expenses 2014: $1,595,775Net Income 2014: -$116,1852014Revenue 2015: $1,186,177Expenses 2015: $1,492,828Net Income 2015: -$306,6512015Revenue 2016: $1,035,357Expenses 2016: $1,040,497Net Income 2016: -$5,1402016Revenue 2017: $1,093,245Expenses 2017: $1,025,525Net Income 2017: $67,7202017Revenue 2018: $890,575Expenses 2018: $791,337Net Income 2018: $99,2382018Revenue 2019: $970,438Expenses 2019: $954,071Net Income 2019: $16,3672019Revenue 2020: $954,362Expenses 2020: $918,316Net Income 2020: $36,0462020Revenue 2021: $781,141Expenses 2021: $768,003Net Income 2021: $13,1382021Revenue 2022: $700,302Expenses 2022: $614,231Net Income 2022: $86,0712022Revenue 2023: $491,407Expenses 2023: $693,585Net Income 2023: -$202,1782023Revenue 2024: $485,622Expenses 2024: $465,292Net Income 2024: $20,3302024

Highlighted filing

2021

Revenue$781,141
Expenses$768,003
Net Income$13,138
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$781,141
Mission and Program Overview

Mission

To promote the health, welfare and prosperity of all the citizens of illinois by ensuring effective and democratic representation of utility consumers.

Provide representation to illinois utility customers before state courts and commissions, and to educate illinois utility customers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$477,142$560,487▲ $83,345
Prepaid Expenses and Deferred Charges$1,608$1,608→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$566,746$615,865▲ $49,119
Other Assets Total$87,996$53,770▼ $34,226
Liabilities
Other Liabilities$439,737$503,267▲ $63,530
Accounts Payable and Accrued Expenses$49,758$22,209▼ $27,549
Total Liabilities$489,495$525,476▲ $35,981
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$77,251$90,389▲ $13,138
Total Net Assets Fund Balance$77,251$90,389▲ $13,138
Total Liabilities and Net Assets / Fund Balance$566,746$615,865▲ $49,119

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$371,648$371,648
Other Assets Org$39,000--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
David KolataExecutive DirectorPT$152,200$152,200

Board Members and Trustees

NameTitle
Robert Craig NeffDirector,president
Candice JusticeDirector,vice President
James BettsDirector
John CochraneDirector
Karen EldredDirector
Mark BensonDirector
Philip DemaertelaereDirector
Steve HallDirector
Steve KleinmanDirector
Bill MarkelDirector,secretary
L Kristofer ThomsenDirector,treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$781,141
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$195,436
Change in Net Assets
$13,138

Audited Revenue Reconciliation

Revenue per Audited Statements
$781,141
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$781,141
Total Revenue per Form 990
$781,141
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$493,670
Salaries, Compensation, and Employee Benefits$274,333
Total Fundraising Expense$142,456
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$176,030$3,145$108,930$288,105
Other Salaries and Wages$136,275$13,637-$149,912
Current Officers, Directors, Trustees, and Key Employees$55,057$3,405$20,192$78,654
Occupancy$26,014$2,317$2,746$31,077
Other Employee Benefits$17,606$2,295$1,858$21,759
Fees for Services Accounting-$21,069-$21,069
Payroll Taxes$14,109$1,257$1,489$16,855
Travel$8,287--$8,287
Pension Plan Contributions$5,988$533$632$7,153
Advertising--$5,750$5,750
Other Expenses$4,358$389$460$5,207
All Other Expenses$2,748$111$133$2,992
Fees for Services Other-$2,651-$2,651
Conferences and Meetings$2,114$188$223$2,525
Information Technology$404$36$43$483
Total Functional Expenses$574,296$51,251$142,456$768,003

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$768,003
Total Expenses per Audited Statements$768,003
Total Expenses per Form 990$768,003
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
In-house lobbying only
No
Subject to proxy tax
Yes
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Common PaymasterCommon Paymaster and Shared Facilities/expensesNo$2,043,034
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Entity$470,267
Accrued Payroll and Vacation Pay$33,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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 reviewed by executive director and president/director before it is filed.

Form 990, Part VI, Section B, Line 12C

There is an annual evaluation by the board of directors and the executive director as required under the cub act and the by-laws.

Form 990, Part VI, Section B, Line 15

The salary of the executive director is set by the board of directors annually as required by the cub act. The executive director makes a recommendation as to the appropriate compensation for each staff member. The board of directors makes the final decision annually as required by the cub act.

Form 990, Part VI, Section C, Line 18

Form 990 is available to the public by request.

Form 990, Part VI, Section C, Line 19

The governing documents and conflict of interest policy are public through the cub act. Financial statments are available to the public by request.

Filing and Contact Details

Filer

Filer Name
Citizens Utility Board
EIN
36-3306846
Phone
3122634282
Address
309 W WASHINGTON 800, CHICAGO, IL 60606

Signing Officer

Name
David Kolata
Title
Executive Director
Phone
3122634282
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Kolata
Formed
1983
Legal Domicile
Il
Voting Board Members
11
Independent Board Members
11
Employees
31
Volunteers
0

Preparer

Firm
Cole Martin & Co Ltd
Address
1400 E LAKE COOK RD SUITE 180, BUFFALO GROVE, IL 60089
Preparer
William Martin
Phone
8478505270
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The board has an audit committee to oversee the annual audit.

Financial Statement Notes

PART X, LINE 2:

Management has determined that the organization does not have any uncertain tax positions and associated unrecognized benefits that materially impact the financial statements or related disclosures.

Raw XML AppendixShowing 400 of 519 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR,SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR,PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR,VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
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IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/FundraisingAmt02746
IRS990/OccupancyGrp/ManagementAndGeneralAmt02317
IRS990/OccupancyGrp/ProgramServicesAmt026014
IRS990/OccupancyGrp/TotalAmt031077
IRS990/OfficeExpensesGrp/FundraisingAmt0108930
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03145
IRS990/OfficeExpensesGrp/ProgramServicesAmt0176030
IRS990/OfficeExpensesGrp/TotalAmt0288105
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt087996
IRS990/OtherAssetsTotalGrp/EOYAmt053770
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01858
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02295
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt017606
IRS990/OtherEmployeeBenefitsGrp/TotalAmt021759
IRS990/OtherExpensesGrp/Desc0PUBLICATIONS AND PRESS
IRS990/OtherExpensesGrp/Desc1LEGISLATIVE OUTREACH
IRS990/OtherExpensesGrp/Desc2CONSULTANTS FEES
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0460
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0218
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1389
IRS990/OtherExpensesGrp/ProgramServicesAmt071295
IRS990/OtherExpensesGrp/ProgramServicesAmt136971
IRS990/OtherExpensesGrp/ProgramServicesAmt217040
IRS990/OtherExpensesGrp/ProgramServicesAmt34358
IRS990/OtherExpensesGrp/TotalAmt071295
IRS990/OtherExpensesGrp/TotalAmt136971
IRS990/OtherExpensesGrp/TotalAmt217258
IRS990/OtherExpensesGrp/TotalAmt35207
IRS990/OtherLiabilitiesGrp/BOYAmt0439737
IRS990/OtherLiabilitiesGrp/EOYAmt0503267
IRS990/OtherOrganizationDsc0NONPROFIT PUBLIC BODY CREATED BY ILL
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013637
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0136275
IRS990/OtherSalariesAndWagesGrp/TotalAmt0149912
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01489
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01257
IRS990/PayrollTaxesGrp/ProgramServicesAmt014109
IRS990/PayrollTaxesGrp/TotalAmt016855
IRS990/PensionPlanContributionsGrp/FundraisingAmt0632
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0533
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05988
IRS990/PensionPlanContributionsGrp/TotalAmt07153
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01608
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01608
IRS990/PrincipalOfficerNm0DAVID KOLATA
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0954362
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0642776
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt036046
IRS990/PYSalariesCompEmpBnftPaidAmt0275540
IRS990/PYTotalExpensesAmt0918316
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0954362
IRS990/ReconcilationRevenueExpnssAmt013138
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0768003
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt014770
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt139000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1OTHER RECEIVABLES
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0371648
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0371648
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt033000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1470267
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PAYROLL AND VACATION PAY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED ENTITY
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0781141
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AND ASSOCIATED UNRECOGNIZED BENEFITS THAT MATERIALLY IMPACT THE FINANCIAL STATEMENTS OR RELATED DISCLOSURES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt053770
IRS990ScheduleD/TotalExpensesPerForm990Amt0768003
IRS990ScheduleD/TotalLiabilityAmt0503267
IRS990ScheduleD/TotalRevenuePerForm990Amt0781141
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0781141
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0768003
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0152200
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/PersonNm0DAVID KOLATA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0152200
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0EXECUTIVE DIRECTOR'S COMPENSATION IS APPROVED BY THE BOARD.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0CUB CONSUMER EDUCATION RESEARCH FUND
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0COMMON PAYMASTER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt02043034
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0COMMON PAYMASTER AND SHARED FACILITIES/EXPENSES
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 REVIEWED BY EXECUTIVE DIRECTOR AND PRESIDENT/DIRECTOR BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE IS AN ANNUAL EVALUATION BY THE BOARD OF DIRECTORS AND THE EXECUTIVE DIRECTOR AS REQUIRED UNDER THE CUB ACT AND THE BY-LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SALARY OF THE EXECUTIVE DIRECTOR IS SET BY THE BOARD OF DIRECTORS ANNUALLY AS REQUIRED BY THE CUB ACT. THE EXECUTIVE DIRECTOR MAKES A RECOMMENDATION AS TO THE APPROPRIATE COMPENSATION FOR EACH STAFF MEMBER. THE BOARD OF DIRECTORS MAKES THE FINAL DECISION ANNUALLY AS REQUIRED BY THE CUB ACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS AVAILABLE TO THE PUBLIC BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE PUBLIC THROUGH THE CUB ACT. FINANCIAL STATMENTS ARE AVAILABLE TO THE PUBLIC BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD HAS AN AUDIT COMMITTEE TO OVERSEE THE ANNUAL AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.72$0.01$0.49$0.47$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.77$0.03$0.49$0.69$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.20$1.02$0.18$0.70$0.61$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.62$0.53$0.09$0.78$0.77$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.49$0.08$0.95$0.92$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.36$0.32$0.04$0.97$0.95$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.47$0.02$0.89$0.79$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.36$0.07$1.09$1.03$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.37$0.14$1.04$1.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.20$0.34$0.14$1.19$1.49$0.31
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.16$0.17$1.48$1.60$0.12
2013Detailed filing. Detailed filing data is available for this year.$0.59$0.30$0.29$1.32$1.93$0.61
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.10$0.90$2.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.17$1.41$2.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.14$1.06$1.72