Civic Intelligence

Utility Management & Conservation Association

990EZ • Fiscal year 2019 • EIN 90-1118234

Jun 01, 2018 to May 31, 2019 • Filed on Jun 11, 2019

Organization ProfileWWW.UTILITYMCA.ORG
604 Packard Court Suite ASafety Harbor, FL 34695

(800) 488-1748

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

20th percentile

-13%

Higher net margin than 20% 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

25th percentile

-11%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

9th percentile

-36%

Faster revenue growth than 9% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$126,938

Down $15,725 (-11%) from 2018

Net Assets

Down

$126,938

Down $15,725 (-11%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin20th percentile

Revenue

Down

$125,363

Down $69,019 (-36%) from 2018

Expenses

Up

$141,088

Up $15,450 (+12%) from 2018

Net Income

Down

-$15,725

Down $84,469 (-123%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$150K$100K$50K$0Assets 2016: $60,114Net Assets 2016: $60,1142016Assets 2017: $73,918Net Assets 2017: $73,9182017Assets 2018: $142,663Net Assets 2018: $142,6632018Assets 2019: $126,938Net Assets 2019: $126,9382019Assets 2020: $91,352Net Assets 2020: $91,3522020Assets 2022: $130,365Net Assets 2022: $130,3652022Assets 2023: $132,466Net Assets 2023: $132,4662023Assets 2024: $82,557Net Assets 2024: $82,5572024Assets 2025: $76,759Net Assets 2025: $76,7592025

Highlighted filing

2019

Assets$126,938
Liabilities-
Net Assets$126,938
Open 2019 Filing

Operations Trend

Revenue Growth9th percentile

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

$200K$100K$0-$100KRevenue 2016: $197,768Expenses 2016: $154,148Net Income 2016: $43,6202016Revenue 2017: $160,797Expenses 2017: $146,994Net Income 2017: $13,8032017Revenue 2018: $194,382Expenses 2018: $125,638Net Income 2018: $68,7442018Revenue 2019: $125,363Expenses 2019: $141,088Net Income 2019: -$15,7252019Revenue 2020: $90,500Expenses 2020: $126,086Net Income 2020: -$35,5862020Revenue 2022: $128,293Expenses 2022: $125,292Net Income 2022: $3,0012022Revenue 2023: $148,346Expenses 2023: $146,245Net Income 2023: $2,1012023Revenue 2024: $134,621Expenses 2024: $184,530Net Income 2024: -$49,9092024Revenue 2025: $179,360Expenses 2025: $185,158Net Income 2025: -$5,7982025

Highlighted filing

2019

Revenue$125,363
Expenses$141,088
Net Income-$15,725
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Jun 11, 2019
Return Version
2018v3.1
Gross Receipts
$125,363
Mission and Program Overview

Mission

The organization's primary exempt purpose is to provide technical support and disseminate technical information to members of the national submetering and utility allocation association.

To promote increased conversation and cost management of utilities within the multifamily housing industry. This will be accomplished by educating the industry on best practices, latest technology, and regulations relative to utility cost recovery.

Program Services

DescriptionGrantsExpenses
PROVIDE CONSULTING SERVICES, TECHNICAL SUPPORT AND HELP DISSEMINATE TECHNICAL INFORMATION TO MEMBERS OF THE NATIONAL SUBMETERING AND UTILITY ALLOCATION ASSOCIATION.--
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALD BAKERTreasurer-$0--
DON MILLSTEINChairman-$0--
JEFF BENINGSecretary-$0--
MARK JARMANDirector-$0--
ARLENE MARGULISDirector-$0--
COLE BOWMANDirector-$0--
JIM NEHLDirector-$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
Utility Management & Conservation
EIN
90-1118234
Phone
8004881748
Address
604 PACKARD COURT SUITE A, SAFETY HARBOR, FL 34695

Signing Officer

Name
Gerald Baker
Title
Treasurer
Phone
8004881748
Signed
2019-06-11
Discuss with paid preparer
Yes

Preparer

Firm
Hajek & Associates LLC
Address
PO BOX 530553, ST PETERSBURG, FL 33747
Preparer
Michael Hajek
Phone
7273271239
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses 3,980 1,203 dues and subscriptions 962 web hosting 1,800 marketing 7,573 bank fees 73 supplies 293 telephone 1,331 conventions, conferences 16,761 total 33,976”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charge 994 994 total 994 994”

Form 990-ez, Part III

“To promote increased conversation and cost management of utilities within the multifamily housing industry. This will be accomplished by educating the industry on best practices, latest technology, and regulations relative to utility cost recovery.”

Raw XML Appendix123 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/BooksInCareOfDetail/PersonNm0GERALD BAKER
IRS990EZ/BooksInCareOfDetail/PhoneNum08004881748
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0604 PACKARD COURT SUITE A
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAFETY HARBOR
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034695
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0141669
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0125944
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-15725
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GERALD BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DON MILLSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFF BENING
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5COLE BOWMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JIM NEHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0994
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0994
IRS990EZ/OtherExpensesTotalAmt033976
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE INCREASED CONVERSATION AND COST MANAGEMENT OF UTILITIES WITHIN THE MULTIFAMILY HOUSING INDUSTRY. THIS WILL BE ACCOMPLISHED BY EDUCATING THE INDUSTRY ON BEST PRACTICES, LATEST TECHNOLOGY, AND REGULATIONS RELATIVE TO UTILITY COST RECOVERY.
IRS990EZ/ProgramServiceRevenueAmt025678
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE CONSULTING SERVICES, TECHNICAL SUPPORT AND HELP DISSEMINATE TECHNICAL INFORMATION TO MEMBERS OF THE NATIONAL SUBMETERING AND UTILITY ALLOCATION ASSOCIATION.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0141088
IRS990EZ/TotalRevenueAmt0125363
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UTILITYMCA.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 3,980 1,203 DUES AND SUBSCRIPTIONS 962 WEB HOSTING 1,800 MARKETING 7,573 BANK FEES 73 SUPPLIES 293 TELEPHONE 1,331 CONVENTIONS, CONFERENCES 16,761 TOTAL 33,976
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGE 994 994 TOTAL 994 994
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROMOTE INCREASED CONVERSATION AND COST MANAGEMENT OF UTILITIES WITHIN THE MULTIFAMILY HOUSING INDUSTRY. THIS WILL BE ACCOMPLISHED BY EDUCATING THE INDUSTRY ON BEST PRACTICES, LATEST TECHNOLOGY, AND REGULATIONS RELATIVE TO UTILITY COST RECOVERY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum08004881748
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0UTIL
ReturnHeader/Filer/EIN0901118234
ReturnHeader/Filer/PhoneNum08004881748
ReturnHeader/Filer/USAddress/AddressLine1Txt0604 PACKARD COURT SUITE A
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
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ReturnHeader/FilingSecurityInformation/IPDt02019-06-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:30:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464272707
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAJEK & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 530553
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST PETERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033747
ReturnHeader/PreparerPersonGrp/PhoneNum07273271239
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL HAJEK
ReturnHeader/ReturnTs02019-06-12T08:30:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-06-01
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
$126,938
Liabilities
-
Net assets
$126,938
Revenue
$125,363
Expenses
$141,088
Net income
-$15,725
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.77$0.77$1.79$1.85$0.06
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.83$1.35$1.85$0.50
2023Detailed filing. Detailed filing data is available for this year.$1.32$1.32$1.48$1.46$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.30$1.30$1.28$1.25$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.91$0.91$1.26$0.36
2019Detailed filing. Detailed filing data is available for this year.$1.27$1.27$1.25$1.41$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.43$1.43$1.94$1.26$0.69
2017Detailed filing. Detailed filing data is available for this year.$0.74$0.74$1.61$1.47$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.60$0.60$1.98$1.54$0.44