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Utility Energy Forum FY2022 filing

Not tax-deductible

Santa Clara, CA501(c)(6)Mutual / membership EIN 68-0383880Revenue $278K in FY2022Latest return filed Jul 1, 2026

On file with the IRSutilityforum.org881 Martin Ave, 95050-2903 · Santa Clara, CATax-exempt since Mar 1998

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501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2026
latest Form 990
Looks good: the latest return is for FY2026, this tax year; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 2
filings with a surplus
Average surplus $60K a year · 27% of revenue · last 2 filings
Looks good: a surplus in 2 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
15 mo
of spending, in cash
Looks good: 14.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$278K
×18549 vs prior year
Spent
$192K
To programs
0%
Net assets
$233K
By yearFY2021–FY2026
Revenue
$278K
FY2022▲ ×18549
Tap a bar for its year
Revenue by fiscal year
FY2021$15
FY2022$278K
FY2023$157K
FY2024$161K
FY2025$158K
FY2026$161K
Expenses
$192K
FY2022
Tap a bar for its year
Expenses by fiscal year
FY2021Not on file
FY2022$192K
FY2023Not on file
FY2024Not on file
FY2025Not on file
FY2026$127K
Net assets
$233K
FY2022▲ +59%
Tap a bar for its year
Net assets by fiscal year
FY2021$147K
FY2022$233K
FY2023$273K
FY2024$313K
FY2025$346K
FY2026$380K

From the FY2022 Form 990 (year ending May 2022) · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2026) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2026. IRS ruling in Mar 1998.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

4 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
$0Pt VII · Sec A
Dan Kay
Vice Preside
$0Pt VII · Sec A
$0Pt VII · Sec A
Paul Reid
Secretary
$0Pt VII · Sec A
See Utility Energy Forum executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Educates and exchanges industry information to advance the field.

Questions for Utility Energy Forum

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Your first name shows with your question. Utility Energy Forum answers here, for everyone.

1 program · in their own filed words · FY2021
01

Annual Conference

Provide attendees, utilities, speakers and exhibitors an opportunity to exchange information about current and emerging industry issues.

Pt IX · col B

By the numbers

The FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$278K
Ln 12
Fees for servicesLn 2g$278K
Investment incomeLn 3$15
Money outPt IX
$192K
Ln 25
Owns and owesPt X
$233K
net assets · Ln 32
Cash and savingsLn 1–2$233K
Total assetsLn 16$233K
LiabilitiesLn 26$0
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$278K
Investment incomeLn 3$15
Total revenueLn 12$278K
Assets in detailPt X, end of year
CashLn 1$87K
SavingsLn 2$146K
Cash and savings togetherLn 1–2$233K
Total assetsLn 16$233K
LiabilitiesLn 26$0
Net assetsLn 32$233K
OperationsPt I, VI
EmployeesI 50
VolunteersI 615
Fiscal year endsHeaderMay
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$229K$233K
Total assetsLn 16$264K$233K
LiabilitiesLn 26$117K$0
Net assetsLn 32$147K$233K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$2K
Accounting feesLn 11c$925
Advertising and promotionLn 12$211
Information technologyLn 14$11K
TravelLn 17$1K
Conferences, conventions and meetingsLn 19$174K
InsuranceLn 23$1K
Other expenses (24a–d)Ln 24$2K
Total functional expensesLn 25$192K$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2026 LatestFiled with the IRS Jul 1, 2026 $161K$127K$34K$380K 990 PDF
FY2025Filed with the IRS Jul 8, 2025 $158K$346K 990 PDF
FY2024Filed with the IRS Jun 27, 2024 $161K$313K 990 PDF
FY2023Filed with the IRS Jul 5, 2023 $157K$273K 990 PDF
FY2022 ViewingFiled with the IRS Jun 27, 2022 $278K$192K$86K$233K 990 PDF
FY2021Filed with the IRS Jul 9, 2021 $15$147K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $278,231 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenue$278,216
I-10 Investment incomePrior year $15$15
I-11 Other revenue$0
I-12 Total revenuePrior year $15$278,231
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $12,150$191,936
I-18 Total expensesPrior year $12,150$191,936
I-19 Revenue less expensesPrior year −$12,135$86,295
Part VI · Governance 4 of 4 board members independent, 3 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $278,231 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $278,216$278,216
VIII-3 Investment incomeExcluded from tax $15$15
VIII-12 Total revenueRelated to mission $278,216 · Excluded from tax $15$278,231
Part IX · Statement of functional expenses $191,936 across 8 lines filed
IX-11a Management fees$1,500
IX-11c Accounting fees$925
IX-12 Advertising and promotion$211
IX-14 Information technology$10,907
IX-17 Travel$1,328
IX-19 Conferences, conventions and meetings$173,653
IX-23 Insurance$1,475
IX-24 Other expenses (24a–d)$1,937
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$191,936
Part X · Balance sheet $232,864 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $83,393$87,261
X-2 Savings and temporary cash investmentsStart of year $145,588$145,603
X-16 Total assetsStart of year $263,587$232,864
X-26 Total liabilitiesStart of year $117,018$0
X-32 Total net assets or fund balancesStart of year $146,569$232,864
X-33 Total liabilities and net assetsStart of year $263,587$232,864
Part XI · Reconciliation of net assets $232,864 net assets at year end
XI-1 Total revenue$278,231
XI-2 Total expenses$191,936
XI-3 Revenue less expenses$86,295
XI-4 Net assets at start of year$146,569
XI-10 Net assets at end of year$232,864

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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