Utility Consumers Action Network INC EIN 33-0002313 Form 990 (PDF) Claim this org

Utility Consumers Action Network INC FY2022 filing

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Advocates for fair utility rates and services for consumers. For fiscal year 2022 it reported $509K in revenue, $636K in expenses, and $65K in net assets.Pt I

Founded
1983
Type
Public charity (501(c)(3)) · Public & Societal Benefit
Location
San Diego, CA
Website
www.ucan.org
Filings
5 on file (2020–2022)
Revenue
$509KFY2022
Expenses
$636K
Net assets
$65K
People
7
Filings
5
Updates
0
More identity details & actions ⌄
EIN  33-0002313 Public charity (501(c)(3)) San Diego, CA Founded 1983
Form 990 (PDF)
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →
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Size
$100K–1M
What they do
Advocates for fair utility rates and services for consumers.
Leadership
Jason Zeller · Attorney · $142K
Money in and out
$509K revenue, $636K expenses
Bottom line
92% program efficiency
Where the money goes · FY2022
Total revenue
$509K
Pt VIII · Ln 12
Total expenses
$636K
Pt IX · Ln 25
Net assets
$65K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$127K
Where spending went · Part IX cols B–D
Program services $0.92 Management & general $0.07 Fundraising $0.02
Program efficiency
92%
of spending reaches programs
Operating runway
2.3mo
months of highly liquid reserves at operating expense rate
Surplus margin
-25%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2022 · Form 990
Revenue
$509K
FY2022▼ -32%
Expenses
$636K
FY2022▼ -20%
Total assets
$123K
FY2022▼ -56%
Total liabilities
$57K
FY2022▼ -34%
Total revenue
$509K
Pt VIII · Ln 12
Total expenses
$636K
Pt IX · Ln 25
Net assets
$65K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$127K
Total assetsPt X · Ln 16$123K
Program-expense ratioPt IX · col B92%
Voting members of governing bodyPt I · Ln 35
Independent voting membersPt I · Ln 45
Mission & Programs · Part III

Where the work happens

2 program services account for $583K of program spending, described in the organization's own filed words · FY2021.
01

Litigation

(regulatory advocacy) - ucan advocates for utility ratepayers in the areas of energy, water and telecommunications. Ucan accomplishes this by participating in regulatory proceedings before the california public utilities commission (cpuc), the agency that regulates investor owned utility services, as well as other regulatory and…

$526Kprogram expense
02

Consumer Education and Complaints

With the help of staff, legal interns, and volunteers, ucan provides advocacy andeducation for any consumer calling in for help regarding utility issues. These issues include utility shut-offs, burdensome utility practices, billing and service disputes.

$57Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CUtility Consumers Action Network INC
EINHdr · item D33-0002313
Principal addressHdr · item CSan Diego, CA
WebsiteHdr · item Jwww.ucan.org
Year of formationHdr · item L1983
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFPublic & Societal Benefit (W80D)
Ruling yearIRS BMFDec 1984

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a5
Independent voting membersPt VI · Ln 1b5
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Attorney
$141,585Pt VII · Sec A
Executive Director
$95,000Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A

Edward Lopez’s $141K as Executive Director is at the 89th percentile of top reported officer pay among 1033 $100K–1M public & societal benefit nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Jason Zeller$141,585$108,450
Edward Lopez$140,734$98,224$75,208$95,000$95,000$95,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Program service revenue$413K · 81%
Contributions & grants$95K · 19%
Program service revenue81%$413K
Contributions & grants19%$95K
Investment income$1
— government grantsLn 1e$79K
Total revenueLn 12$509K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.92 Management & general $0.07 Fundraising $0.02
Program services92%$583K
Management & general7%$42K
Fundraising2%$11K
Total functional expensesLn 25$636K

Balance Sheet

Part X · end of year
CashLn 1$123K
Total assetsLn 16$123K
Total liabilitiesLn 26$57K
Total net assetsLn 32$65K
Months of cash on handcomputed2.3

Financial Metrics

Form 990 · FY2022 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $123K · Operating expenses/yr $636K
2.3 months
Where the money goes
Program services
Program services $583K · Total expenses $636K
92%
Management & General
Management & general $42K · Total expenses $636K
7%
Fundraising
Fundraising $11K · Total expenses $636K
2%
Cost to raise $1
Fundraising expense (3-yr avg) $15K · Solicited contributions (3-yr avg) $19K
$0.80 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $95K · Total revenue $509K
19%
Government reliance
Government grants $79K · Total revenue $509K
15%
Earned-income share
Program service revenue $413K · Total revenue $509K
81%
Investment reliance
Investment income $1 · Total revenue $509K
<0.01%
Program self-sufficiency
Program service revenue $413K · Total expenses $636K
65%
Growth & trend
Revenue growth (YoY)
This year $509K · Prior year $748K
-32%
Net-asset trend (YoY)
End of year $65K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $509K · Expenses $636K
-25%
Liabilities-to-Assets
Total liabilities — · Total assets $123K
Net-asset ratio
Net assets $65K · Total assets $123K
53%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $123K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Jason Zeller · Reported title ATTORNEY · Highest reported compensation $142K · Total expenses $636K
22%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $341K · Total expenses $636K
54%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 92%
Overhead ratio 7%
Fundraising cost ratio 12%
Revenue growth -32%
Accounting fee ratio 0.5%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024$1.2M revenue · ⤓ 990 PDF
FY2023$657K revenue · ⤓ 990 PDF
FY2022$509K revenue · viewing · ⤓ 990 PDF
FY2021$748K revenue · ⤓ 990 PDF
FY2020$802K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2022IRS
Classification, formation year, addressIRS Business Master File
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