Civic Intelligence

Utility Energy Forum

990 • Fiscal year 2022 • EIN 68-0383880

Jun 01, 2021 to May 31, 2022 • Filed on Jun 27, 2022

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

45th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

45th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

88th percentile

31%

Higher net margin than 88% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

28th percentile

-12%

Faster asset growth than 28% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

100th percentile

1854773%

Faster revenue growth than 100% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$232,864

Down $30,723 (-12%) from 2021

Net Assets

Up

$232,864

Up $86,295 (+59%) from 2021

Liabilities

Down

$0

Down $117,018 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin88th percentile

Revenue

Up

$278,231

Up $278,216 (+1854773%) from 2021

Expenses

Up

$191,936

Up $179,786 (+1480%) from 2021

Net Income

Up

$86,295

Up $98,430 (+811%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2022

Assets$232,864
Liabilities$0
Net Assets$232,864
Open 2022 Filing

Operations Trend

Revenue Growth100th 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

2022

Revenue$278,231
Expenses$191,936
Net Income$86,295
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Jun 27, 2022
Return Version
2021v4.0
Gross Receipts
$278,231
Mission and Program Overview

Mission

Educate & provide information

Educate & exchange industry information

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$146,569$232,864▲ $86,295
Savings and Temporary Cash Investments$145,588$145,603▲ $15
Cash and Non-Interest-Bearing Accounts$83,393$87,261▲ $3,868
Prepaid Expenses and Deferred Charges$34,606--
Total Assets$263,587$232,864▼ $30,723
Liabilities
Deferred Revenue$117,018--
Total Liabilities$117,018$0▼ $117,018
Net Assets / Fund Balance
Total Net Assets Fund Balance$146,569$232,864▲ $86,295
Total Liabilities and Net Assets / Fund Balance$263,587$232,864▼ $30,723
Compensation and Service Providers
Top Officer Pay72nd percentile

Board Members and Trustees

NameTitle
Mary Medeiros McenroePresident
Paul ReidSecretary
Katherine CortTreasurer
Dan KayVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$278,216
Investment Income
$15
Other Revenue
$0
Change in Net Assets
$86,295
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$191,936
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$173,653
Information Technology---$10,907
Fees for Services Management---$1,500
Insurance---$1,475
Travel---$1,328
Fees for Services Accounting---$925
Advertising---$211
Other Expenses---$20
Total Functional Expenses$0$0$0$191,936
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
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, Page 6, Part VI, Line 11B

“Sitting president and treasurer review the form 990 prior to approval.”

Form 990, Page 6, Part VI, Line 19

“Upon verbal or written request, the forum will make the governing documents readily available.”

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
2022-06-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Medeiros Mcenroe
Formed
1997
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
15

Preparer

Firm
Rood & Associates Llp
Address
715 UNIVERSITY AVE, SACRAMENTO, CA 95825-6708
Preparer
Brandon M Rood CPA
Phone
9169294450
Raw XML Appendix249 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/TitleTxt1VICE PRESIDE
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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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ReturnHeader/ReturnTs02022-06-27T18:07:49-05:00
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ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$232,864
Liabilities
$0
Net assets
$232,864
Revenue
$278,231
Expenses
$191,936
Net income
$86,295
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