Civic Intelligence

Utility Management & Conservation Association

990EZ • Fiscal year 2020 • EIN 90-1118234

Jun 01, 2019 to May 31, 2020 • Filed on Sep 03, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

14th percentile

-39%

Higher net margin than 14% 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

13th percentile

-28%

Faster asset growth than 13% of similar nonprofits.

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

Revenue Growth

41st percentile

-28%

Faster revenue growth than 41% of similar nonprofits.

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

Assets

Down

$91,352

Down $35,586 (-28%) from 2019

Net Assets

Down

$91,352

Down $35,586 (-28%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$90,500

Down $34,863 (-28%) from 2019

Expenses

Down

$126,086

Down $15,002 (-11%) from 2019

Net Income

Down

-$35,586

Down $19,861 (-126%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$91,352
Liabilities-
Net Assets$91,352

Operations Trend

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

2020

Revenue$90,500
Expenses$126,086
Net Income-$35,586
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Sep 3, 2020
Return Version
2019v5.0
Gross Receipts
$90,500
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALD BAKERTreasurerPT$0--
DON MILLSTEINChairmanPT$0--
JEFF BENINGSecretaryPT$0--
MARK JARMANDirectorPT$0--
ARLENE MARGULISDirectorPT$0--
COLE BOWMANDirectorPT$0--
KIM GODSEYDirectorPT$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
2020-09-03
Discuss with paid preparer
Yes

Preparer

Firm
Hajek & Associates LLC
Address
5308 CENTRAL AVE, ST PETERSBURG, FL 33707
Preparer
Michael Hajek
Phone
7273271239
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office expense 994 travel expense 3,454 conferences/meetings 17,800 insurance expense 1,203 bank fees 34 dues and subscriptions 3,950 marketing 13,239 supplies 70 telephone 495 web hosting 1,440 business registration 381 taxes-prior years 6,676 total 49,736

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charge 994 0 total 994 0

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 Appendix122 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/USAddress/CityNm0SAFETY HARBOR
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034695
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
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IRS990EZ/OtherExpensesTotalAmt049736
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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/ProgramServiceRevenueAmt0681
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/TotalRevenueAmt090500
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IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 994 TRAVEL EXPENSE 3,454 CONFERENCES/MEETINGS 17,800 INSURANCE EXPENSE 1,203 BANK FEES 34 DUES AND SUBSCRIPTIONS 3,950 MARKETING 13,239 SUPPLIES 70 TELEPHONE 495 WEB HOSTING 1,440 BUSINESS REGISTRATION 381 TAXES-PRIOR YEARS 6,676 TOTAL 49,736
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGE 994 0 TOTAL 994 0
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
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ReturnHeader/ReturnTs02020-09-03T13:38:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

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Filings