Small Business Utility Advocates
Public records show a registered, tax-exempt organization in good standing.
What it says it does
PUBLIC INTEREST ADVOCACY AT PUBLIC UTILITIES COMMISSIONS
- Income
- $2.5 million
- Spending
- $2.3 million
- Spent on programs
- 90%
- Reserves
- 1.5 months of spending
- Largest source of income
- fees for its services, 100%
- Employees
- 3
- Volunteers
- 1
- Highest pay
- $288,750, executive dir.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Fair: 65 out of 100. Higher than 32% of charities in its peer group (public benefit, $1m to $10m).
Reserves
10 of 35Spendable reserves would cover 1.5 months of spending.
Debt
10 of 20It owes 34% of what it owns.
Living within its means
15 of 15Income exceeded spending by 5% of income.
Income trend
15 of 15Income rose 25% on the year before.
Spending floor
15 of 1590% of spending went to programs.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Weak: 43 out of 100. Higher than 5% of charities in its peer group (public benefit, $1m to $10m).
Independent board
18 of 253 of 3 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
0 of 8Reports no written whistleblower policy.
Record keeping policy
0 of 7Reports no written policy on keeping and destroying records.
Board minutes
0 of 5Reports that it does not keep minutes of board meetings.
Board sees the tax return
0 of 10Did not give the board a copy of this return before filing it.
Pay set independently
0 of 5Reports no independent review process for its chief executive's pay.
Independent check of accounts
0 of 15Its accounts were not audited or reviewed by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (3)
- $2.1 million spent. ENSURING THAT PUBLIC UTILITY COMMISSIONS APPROVE FAIR AND JUST UTILITY REVENUES, RATES AND EXPENDITURES THAT ARE IN PUBLIC INTEREST, ADVANCE EDUCATION, OUTREACH, AND OTHER RATE PROTECTIONS FOR THE SMALL BUSINESS COMMUNITY, AND HELP ADVANCE PUBLIC POLICY REASONS TO SUPPORT THIS CUSTOMER CLASS.
- Outreach and education to the small business community to inform them of the charitable work that our utilities engage in and solicit feedback to help advance the public policy goal of protecting the small business community as a whole, as a utility class, on behalf of the public interest.
- Meeting with investor owned utilities to educate them about the importance of our charitable mission and working with the community interests of small businesses.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated September 10, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since October 2014.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.