Civic Intelligence

Utility Energy Forum

990EZ • Fiscal year 2024 • EIN 68-0383880

Jun 01, 2023 to May 31, 2024 • Filed on Jun 26, 2024

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

Score unavailable

No value available

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

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

86th percentile

25%

Higher net margin than 86% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

72nd percentile

15%

Faster asset growth than 72% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

48th percentile

2.4%

Faster revenue growth than 48% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$312,972

Up $39,836 (+15%) from 2023

Net Assets

Up

$312,972

Up $39,836 (+15%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin86th percentile

Revenue

Up

$160,635

Up $3,693 (+2.4%) from 2023

Expenses

Up

$120,799

Up $4,129 (+3.5%) from 2023

Net Income

Down

$39,836

Down $436 (-1.1%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2024

Assets$312,972
Liabilities-
Net Assets$312,972
Open 2024 Filing

Operations Trend

Revenue Growth48th 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

2024

Revenue$160,635
Expenses$120,799
Net Income$39,836
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Jun 26, 2024
Return Version
2023v5.0
Gross Receipts
$160,635
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.--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY MEDEIROS MCENROEPresident-$0--
PAUL REIDVice Preside-$0--
KATHERINE CORTTreasurer-$0--
RON HORSTMANSecretary-$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
2024-06-26
Discuss with paid preparer
Yes

Preparer

Firm
Rood & Dinis Llp
Address
715 UNIVERSITY AVE, SACRAMENTO, CA 95825-6708
Preparer
Brandon M Rood CPA
Phone
9169294450
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses computer and internet 692 travel 771 conference 107,798 insurance 1,560 credit card processing 500 total 111,321”

Raw XML Appendix96 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/BOYAmt0273136
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0312972
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt039836
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09422
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0273136
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0312972
IRS990EZ/GrossReceiptsAmt0160635
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0137
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0273136
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0312972
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0273136
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0312972
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/PersonNm1PAUL REID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHERINE CORT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RON HORSTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0111321
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATE & EXCHANGE INDUSTRY INFORMATION
IRS990EZ/PrintingPublicationsPostageAmt056
IRS990EZ/ProgramServiceRevenueAmt0160498
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ANNUAL CONFERENCE - PROVIDE ATTENDEES, UTILITIES, SPEAKERS AND EXHIBITORS AN OPPORTUNITY TO EXCHANGE INFORMATION ABOUT CURRENT AND EMERGING INDUSTRY ISSUES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0120799
IRS990EZ/TotalRevenueAmt0160635
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UTILITYFORUM.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES COMPUTER AND INTERNET 692 TRAVEL 771 CONFERENCE 107,798 INSURANCE 1,560 CREDIT CARD PROCESSING 500 TOTAL 111,321
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY MEDEIROS MCENROE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-26
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821860971
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROOD & DINIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0715 UNIVERSITY AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0958256708
ReturnHeader/PreparerPersonGrp/PhoneNum09169294450
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRANDON M ROOD CPA
ReturnHeader/ReturnTs02024-06-27T10:59:44-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MEDEIROS MCENROE
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$312,972
Liabilities
-
Net assets
$312,972
Revenue
$160,635
Expenses
$120,799
Net income
$39,836
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