Civic Intelligence

Utility Energy Forum

990EZ • Fiscal year 2016 • EIN 68-0383880

Jun 01, 2015 to May 31, 2016 • Filed on Aug 01, 2016

Organization Profilewww.utilityforum.org
881 Martin AvenueSanta Clara, CA 95050

(509) 375-3805

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

57th percentile

5.1%

Higher net margin than 57% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

14th percentile

-25%

Faster asset growth than 14% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-26%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$73,639

Down $24,008 (-25%) from 2015

Net Assets

Down

$73,639

Down $24,008 (-25%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin57th percentile

Revenue

Down

$131,901

Down $47,469 (-26%) from 2015

Expenses

Up

$125,128

Up $6,272 (+5.3%) from 2015

Net Income

Down

$6,773

Down $53,741 (-89%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$400K$300K$200K$100K$0Assets 2012: $42,712Liabilities 2012: $7,1612012Assets 2013: $29,898Liabilities 2013: $02013Assets 2014: $37,133Liabilities 2014: $02014Assets 2015: $97,647Net Assets 2015: $97,6472015Assets 2016: $73,639Net Assets 2016: $73,6392016Assets 2017: $90,426Net Assets 2017: $90,4262017Assets 2018: $113,282Net Assets 2018: $113,2822018Assets 2019: $165,845Net Assets 2019: $165,8452019Assets 2020: $282,520Liabilities 2020: $123,816Net Assets 2020: $158,7042020Assets 2021: $263,587Liabilities 2021: $117,018Net Assets 2021: $146,5692021Assets 2022: $232,864Liabilities 2022: $0Net Assets 2022: $232,8642022Assets 2023: $273,136Net Assets 2023: $273,1362023Assets 2024: $312,972Net Assets 2024: $312,9722024Assets 2025: $345,756Net Assets 2025: $345,7562025

Highlighted filing

2016

Assets$73,639
Liabilities-
Net Assets$73,639
Open 2016 Filing

Operations Trend

Revenue Growth12th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $85,502Expenses 2012: $92,369Net Income 2012: -$6,8672012Revenue 2013: $54,243Expenses 2013: $59,896Net Income 2013: -$5,6532013Revenue 2014: $52,096Expenses 2014: $44,861Net Income 2014: $7,2352014Revenue 2015: $179,370Expenses 2015: $118,856Net Income 2015: $60,5142015Revenue 2016: $131,901Expenses 2016: $125,128Net Income 2016: $6,7732016Revenue 2017: $129,556Expenses 2017: $112,769Net Income 2017: $16,7872017Revenue 2018: $156,933Expenses 2018: $134,077Net Income 2018: $22,8562018Revenue 2019: $153,214Expenses 2019: $100,651Net Income 2019: $52,5632019Revenue 2020: $29Expenses 2020: $7,170Net Income 2020: -$7,1412020Revenue 2021: $15Expenses 2021: $12,150Net Income 2021: -$12,1352021Revenue 2022: $278,231Expenses 2022: $191,936Net Income 2022: $86,2952022Revenue 2023: $156,942Expenses 2023: $116,670Net Income 2023: $40,2722023Revenue 2024: $160,635Expenses 2024: $120,799Net Income 2024: $39,8362024Revenue 2025: $157,729Expenses 2025: $124,945Net Income 2025: $32,7842025

Highlighted filing

2016

Revenue$131,901
Expenses$125,128
Net Income$6,773
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Aug 1, 2016
Return Version
2015v2.1
Gross Receipts
$131,901
Mission and Program Overview

Mission

Educate & provide information

Program Services

DescriptionGrantsExpenses
ANNUAL CONFERENCE-PROVIDE ATTENDEES, UTILITIES, SPEAKERS AND EXHIBITORS, AN OPPURTUNITY TO EXCHANGE INFORMATION.-$91,524
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY MEDEIROS MCENROEPresident-$0--
VANESSA LARAVice President-$0--
PAUL REIDSecretary-$0--
GRAHAM PARKERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Utility Energy Forum
EIN
68-0383880
Phone
5093753805
Address
881 MARTIN AVENUE, SANTA CLARA, CA 95050

Signing Officer

Name
Graham Parker
Title
Treasurer
Phone
5093753805
Signed
2016-08-01
Discuss with paid preparer
Yes

Preparer

Firm
Keith C Rood CPA
Address
875 University Avenue, Sacramento, CA 95825
Preparer
Keith C Rood CPA
Phone
9169294450
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“OTHER 83.”

Form 990EZ, Part I, Line 16

“BANK CHARGES 3.”

Form 990EZ, Part I, Line 16

“Computer and internet expenses 585.”

Form 990EZ, Part I, Line 16

“Conference facilities 87624.”

Form 990EZ, Part I, Line 16

“Conference expenses 3900.”

Form 990EZ, Part I, Line 16

“INSURANCE 1373.”

Form 990EZ, Part I, Line 16

“LICENSES AND FEES 30.”

Form 990EZ, Part I, Line 16

“MANAGEMENT FEES 22000.”

Form 990EZ, Part I, Line 16

“Meals and entertainment 1068.”

Form 990EZ, Part I, Line 16

“POSTAGE & DELIVERY 4.”

Form 990EZ, Part I, Line 16

“TAXES AND FEES 500.”

Form 990EZ, Part I, Line 16

“Bank and credit card fees 496.”

Raw XML Appendix127 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0GRAHAM PARKER
IRS990EZ/BooksInCareOfDetail/PhoneNum05093753805
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0881 MARTIN AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA CLARA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095050
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt066866
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt073639
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06773
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07545
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt066866
IRS990EZ/Form990TotalAssetsGrp/EOYAmt073639
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0131901
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt014
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt066866
IRS990EZ/NetAssetsOrFundBalancesEOYAmt073639
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt066866
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt073639
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY MEDEIROS MCENROE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VANESSA LARA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAUL REID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GRAHAM PARKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0117583
IRS990EZ/OtherRevenueTotalAmt083
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATE & PROVIDE INFORMATION
IRS990EZ/ProgramServiceRevenueAmt0131804
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ANNUAL CONFERENCE-PROVIDE ATTENDEES, UTILITIES, SPEAKERS AND EXHIBITORS, AN OPPURTUNITY TO EXCHANGE INFORMATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt091524
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0125128
IRS990EZ/TotalProgramServiceExpensesAmt091524
IRS990EZ/TotalRevenueAmt0131901
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.utilityforum.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER 83.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK CHARGES 3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPUTER AND INTERNET EXPENSES 585.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFERENCE FACILITIES 87624.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONFERENCE EXPENSES 3900.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE 1373.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LICENSES AND FEES 30.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MANAGEMENT FEES 22000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MEALS AND ENTERTAINMENT 1068.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9POSTAGE & DELIVERY 4.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TAXES AND FEES 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BANK AND CREDIT CARD FEES 496.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GRAHAM PARKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05093753805
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTILITY ENERGY FORUM
ReturnHeader/Filer/BusinessNameControlTxt0UTIL
ReturnHeader/Filer/EIN0680383880
ReturnHeader/Filer/PhoneNum05093753805
ReturnHeader/Filer/USAddress/AddressLine1Txt0881 MARTIN AVENUE
ReturnHeader/Filer/USAddress/CityNm0SANTA CLARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095050
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Keith C Rood CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0875 University Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sacramento
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095825
ReturnHeader/PreparerPersonGrp/PhoneNum09169294450
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEITH C ROOD CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-08-12T16:57:00-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,639
Liabilities
-
Net assets
$73,639
Revenue
$131,901
Expenses
$125,128
Net income
$6,773
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.46$3.46$1.58$1.25$0.33
2024Detailed filing. Detailed filing data is available for this year.$3.13$3.13$1.61$1.21$0.40
2023Detailed filing. Detailed filing data is available for this year.$2.73$2.73$1.57$1.17$0.40
2022Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$2.78$1.92$0.86
2021Detailed filing. Detailed filing data is available for this year.$2.64$1.17$1.47$0.00$0.12$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.83$1.24$1.59$0.00$0.07$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.66$1.66$1.53$1.01$0.53
2018Detailed filing. Detailed filing data is available for this year.$1.13$1.13$1.57$1.34$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.90$0.90$1.30$1.13$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.74$0.74$1.32$1.25$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.98$0.98$1.79$1.19$0.61
2014Summary only. Only limited summary data is available for this year.$0.37$0.00$0.52$0.45$0.07
2013Summary only. Only limited summary data is available for this year.$0.30$0.00$0.54$0.60$0.06
2012Summary only. Only limited summary data is available for this year.$0.43$0.07$0.86$0.92$0.07