Civic Intelligence

Utility Energy Forum

990EZ • Fiscal year 2019 • EIN 68-0383880

Jun 01, 2018 to May 31, 2019 • Filed on Jun 26, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

93rd percentile

34%

Higher net margin than 93% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

90th percentile

46%

Faster asset growth than 90% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

42nd percentile

-2.4%

Faster revenue growth than 42% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$165,845

Up $52,563 (+46%) from 2018

Net Assets

Up

$165,845

Up $52,563 (+46%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

Down

$153,214

Down $3,719 (-2.4%) from 2018

Expenses

Down

$100,651

Down $33,426 (-25%) from 2018

Net Income

Up

$52,563

Up $29,707 (+130%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2019

Assets$165,845
Liabilities-
Net Assets$165,845
Open 2019 Filing

Operations Trend

Revenue Growth42nd 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

2019

Revenue$153,214
Expenses$100,651
Net Income$52,563
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Jun 26, 2019
Return Version
2018v3.1
Gross Receipts
$153,214
Mission and Program Overview

Mission

Educate & provide information

Educate & exchange industry information

Program Services

DescriptionGrantsExpenses
ANNUAL CONFERENCE - PROVIDE ATTENDEES, UTILITIES, SPEAKERS AND EXHIBITORS AN OPPORTUNITY TO EXCHANGE INFORMATION ABOUT CURRENT AND EMERGING INDUSTRY ISSUES-$93,455
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY MEDEIROS MCENROEPresident-$0--
DAN KAYVice Preside-$0--
GRAHAM PARKERTreasurer-$0--
PAUL REIDSecretary-$0--
LIZ ANDERSONDirector-$0--
NATHAN ARONSONDirector-$0--
DAVE ASHUCKIANDirector-$0--
SABRINA BARBERDirector-$0--
CHERI DAVISDirector-$0--
CHRISTOPHER DYMONDDirector-$0--
MARK GOSVENERDirector-$0--
DENNIS GUIDODirector-$0--
RON HORSTMANDirector-$0--
KAPIL KULKARNIDirector-$0--
MARK MARTINEZDirector-$0--
DAVID REYNOLDSDirector-$0--
ADRIANNE ROGERSDirector-$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
2019-06-26
Discuss with paid preparer
Yes

Preparer

Firm
Rood & Associates Llp
Address
715 UNIVERSITY AVE, SACRAMENTO, CA 95825-6708
Preparer
Keith C Rood CPA
Phone
9169294450
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 367 information technology 648 insurance 1,375 bank and credit card fees 795 meals 369 ca filing fee 10 conference facilities 27,180 conference expenses 66,275 total 97,019”

Raw XML Appendix155 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16DIRECTOR
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt093455
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ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$165,845
Liabilities
-
Net assets
$165,845
Revenue
$153,214
Expenses
$100,651
Net income
$52,563
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