Civic Intelligence

Utility Management & Conservation Association

990EZ • Fiscal year 2022 • EIN 90-1118234

Jun 01, 2021 to May 31, 2022 • Filed on Sep 09, 2022

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

50th percentile

2.3%

Higher net margin than 50% 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

78th percentile

19%

Faster asset growth than 78% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

59th percentile

19%

Faster revenue growth than 59% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$130,365

Up $39,013 (+43%) from 2020

Net Assets

Up

$130,365

Up $39,013 (+43%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin50th percentile

Revenue

Up

$128,293

Up $37,793 (+42%) from 2020

Expenses

Down

$125,292

Down $794 (-0.6%) from 2020

Net Income

Up

$3,001

Up $38,587 (+108%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2022

Assets$130,365
Liabilities-
Net Assets$130,365
Open 2022 Filing

Operations Trend

Revenue Growth59th 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

2022

Revenue$128,293
Expenses$125,292
Net Income$3,001
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Sep 9, 2022
Return Version
2021v4.0
Gross Receipts
$128,293
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 conservation 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 Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALD BAKERTreasurerPT$0--
DON MILLSTEINChairmanPT$0--
KIM GODSEYVice ChairmaPT$0--
FRED RICEDirectorPT$0--
BRIAN STONEDirectorPT$0--
SCOT HAISLIPDirectorPT$0--
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
2022-09-09
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 insurance expense 1,249 bank fees 783 dues and subscriptions 3,548 marketing 24,471 supplies 780 telephone 34 web hosting 2,470 business registration 175 conferences/meetings 13,182 total 46,692”

Form 990-ez, Part III

“To promote increased conservation 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 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/PersonNm0GERALD BAKER
IRS990EZ/BooksInCareOfDetail/PhoneNum08004881748
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0604 PACKARD CT SUITE A
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAFETY HARBOR
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034695
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0127364
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0130365
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03001
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt078600
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0127364
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0130365
IRS990EZ/GrossReceiptsAmt0128293
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0127600
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0127364
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0130365
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0127364
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0130365
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GERALD BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DON MILLSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIM GODSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FRED RICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRIAN STONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SCOT HAISLIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE CHAIRMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt046692
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE INCREASED CONSERVATION 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/ProgramServiceRevenueAmt0693
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/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0125292
IRS990EZ/TotalRevenueAmt0128293
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UTILITYMCA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE EXPENSE 1,249 BANK FEES 783 DUES AND SUBSCRIPTIONS 3,548 MARKETING 24,471 SUPPLIES 780 TELEPHONE 34 WEB HOSTING 2,470 BUSINESS REGISTRATION 175 CONFERENCES/MEETINGS 13,182 TOTAL 46,692
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROMOTE INCREASED CONSERVATION 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 III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD BAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08004881748
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTILITY MANAGEMENT & CONSERVATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0UTIL
ReturnHeader/Filer/EIN0901118234
ReturnHeader/Filer/PhoneNum08004881748
ReturnHeader/Filer/USAddress/AddressLine1Txt0604 PACKARD COURT SUITE A
ReturnHeader/Filer/USAddress/CityNm0SAFETY HARBOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034695
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464272707
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAJEK & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05308 CENTRAL AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST PETERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033707
ReturnHeader/PreparerPersonGrp/PhoneNum07273271239
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL HAJEK
ReturnHeader/ReturnTs02022-09-09T15:11:21-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GERALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BAKER
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$130,365
Liabilities
-
Net assets
$130,365
Revenue
$128,293
Expenses
$125,292
Net income
$3,001
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