Civic Intelligence

Utility Energy Forum

990EZ • Fiscal year 2020 • EIN 68-0383880

Jun 01, 2019 to May 31, 2020 • Filed on Jul 07, 2020

Organization ProfileWWW.UTILITYFORUM.ORG
881 Martin AvenueSanta Clara, CA 95050

(408) 615-6646

Siviq Scores

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

Liabilities / Assets

89th percentile

0.44x

Higher debt load relative to assets than 89% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

100th percentile

4269.52x

Higher debt load relative to revenue than 100% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

1st percentile

-24624%

Higher net margin than 1% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

91st percentile

70%

Faster asset growth than 91% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$282,520

Up $116,675 (+70%) from 2019

Net Assets

Down

$158,704

Down $7,141 (-4.3%) from 2019

Liabilities

$123,816

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Down

$29

Down $153,185 (-100%) from 2019

Expenses

Down

$7,170

Down $93,481 (-93%) from 2019

Net Income

Down

-$7,141

Down $59,704 (-114%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2020

Assets$282,520
Liabilities$123,816
Net Assets$158,704
Open 2020 Filing

Operations Trend

Revenue Growth1st 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

2020

Revenue$29
Expenses$7,170
Net Income-$7,141
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Jul 7, 2020
Return Version
2019v5.0
Gross Receipts
$29
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 (POSTPONED TO FOLLOWING YEAR DUE TO COVID-19)--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY MEDEIROS MCENROEPresident-$0--
DAN KAYVice Preside-$0--
NATHAN ARONSONTreasurer-$0--
PAUL REIDSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Utility Energy Forum
EIN
68-0383880
Phone
4086156646
Address
881 MARTIN AVENUE, SANTA CLARA, CA 95050

Signing Officer

Name
Mary Medeiros Mcenroe
Title
President
Signed
2020-07-07
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 262 information technology 709 insurance 1,397 bank and credit card fees 893 taxes and fees 30 total 3,291”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 0 34,606 total 0 34,606”

Form 990-ez, Part II, Line 26

“Deferred revenue 0 123,816”

Raw XML Appendix106 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/PersonNm0MARY MEDEIROS MCENROE
IRS990EZ/BooksInCareOfDetail/PhoneNum04086156646
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0881 MARTIN AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA CLARA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095050
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0165845
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0247914
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7141
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03600
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0165845
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0282520
IRS990EZ/GrossReceiptsAmt029
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt029
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0165845
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0158704
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0165845
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0158704
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY MEDEIROS MCENROE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAN KAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NATHAN ARONSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAUL REID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt034606
IRS990EZ/OtherExpensesTotalAmt03291
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATE & EXCHANGE INDUSTRY INFORMATION
IRS990EZ/PrintingPublicationsPostageAmt0279
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ANNUAL CONFERENCE - PROVIDE ATTENDEES, UTILITIES, SPEAKERS AND EXHIBITORS AN OPPORTUNITY TO EXCHANGE INFORMATION ABOUT CURRENT AND EMERGING INDUSTRY ISSUES (POSTPONED TO FOLLOWING YEAR DUE TO COVID-19)
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0123816
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07170
IRS990EZ/TotalRevenueAmt029
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UTILITYFORUM.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 262 INFORMATION TECHNOLOGY 709 INSURANCE 1,397 BANK AND CREDIT CARD FEES 893 TAXES AND FEES 30 TOTAL 3,291
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGES 0 34,606 TOTAL 0 34,606
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED REVENUE 0 123,816
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY MEDEIROS MCENROE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTILITY ENERGY FORUM
ReturnHeader/Filer/BusinessNameControlTxt0UTIL
ReturnHeader/Filer/EIN0680383880
ReturnHeader/Filer/PhoneNum04086156646
ReturnHeader/Filer/USAddress/AddressLine1Txt0881 MARTIN AVENUE
ReturnHeader/Filer/USAddress/CityNm0SANTA CLARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095050
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01DEF9C4CA1DF980C0B1AB692618405F1E27A1ACD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01DEF9C4CA1DF980C0B1AB692618405F1E27A1ACD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.116.206.115
ReturnHeader/FilingSecurityInformation/IPDt02020-07-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:48:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821860971
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROOD & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0715 UNIVERSITY AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0958256708
ReturnHeader/PreparerPersonGrp/PhoneNum09169294450
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEITH C ROOD CPA
ReturnHeader/ReturnTs02020-07-13T12:48:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$282,520
Liabilities
$123,816
Net assets
$158,704
Revenue
$29
Expenses
$7,170
Net income
-$7,141
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