Nonprofit · EIN 46-0616703
SMALL BUSINESS UTILITY ADVOCATES
Tax-exempt · SAN FRANCISCO, CA 94104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,289,746 | $1,360,251 | -$70,505 | $364,676 | $147,040 | $217,636 |
| December 31, 2024 | 990 | $2,462,607 | $2,347,448 | $115,159 | $438,141 | $150,000 | $288,141 |
| December 31, 2023 | 990 | $1,972,503 | $1,677,628 | $294,875 | $322,982 | $150,000 | $172,982 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,289,725
- Investment income
- $21
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $243,812
- Other salaries and wages
- $288,199
- Salaries, compensation and benefits (total)
- $532,011
- Professional fundraising fees
- $0
- Legal fees
- $30
- Accounting fees
- $1,050
- Travel
- $1,191
- Program services (functional)
- $1,224,227
- Management and general (functional)
- $81,616
- Fundraising (functional)
- $54,408
Balance sheet and other
- Total assets, start of year
- $438,141
- Total assets, end of year
- $364,676
- Total liabilities, end of year
- $147,040
- Net assets, end of year
- $217,636
- Net assets without donor restrictions
- $217,636
- Gross receipts
- $1,289,746
- Employees
- 3
- Volunteers
- 1
- Year formed
- 2012
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRITTNEY MARRA | Executive Dir. Officer | 40 | $243,812 |
| JENNIFER L WEBERSKI | LITIGATION SUPERVI | 40 | $180,000 |
| NICHOLAS SALOMA | Secretary Trustee or director, Officer | 1 | $0 |
| JESSE HONIG | Treasurer Officer | 3 | $0 |
990 for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRITTNEY MARRA | Executive Dir. Officer | 40 | $288,750 |
| JENNIFER L WEBERSKI | LITIGATION SUPERVI | 40 | $180,000 |
| JOCELYN SQUIRES | Secretary Trustee or director, Officer | 1 | $0 |
| JESSE HONIG | Treasurer Officer | 3 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRITTNEY K MARRA | Executive Dir. Trustee or director, Officer | 40 | $275,000 |
| JENNIFER L WEBERSKI | LITIGATION SUPERVI | 40 | $165,000 |
| JOCELYN SQUIRES | Secretary Trustee or director, Officer | 1 | $0 |
| JESSE HONIG | Treasurer Officer | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 548 MARKET STREET 11200, SAN FRANCISCO, CA 94104-5401
- In care of
- % JAMES M BIRKELUND
- Mailing address (990-N for 2015)
- 548 Market St 11200, San Francisco CA 94104
- Principal officer (990-N for 2015)
- James Birkelund, 122 Barneson Ave 1, San Mateo CA 94402
- Signed the 990
- JESSE HONIG, Treasurer
- Phone
- (415) 602-6223
- Website
- www.utilityadvocates.org
- Return prepared by
- LWA LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 46-0616703 or by the name SMALL BUSINESS UTILITY ADVOCATES.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
PUBLIC INTEREST ADVOCACY AT PUBLIC UTILITIES COMMISSIONS
Program accomplishments
- 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.Expenses $1,224,227 · revenue $1,289,725
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 46-0616703
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W01)
- Assets (IRS master file)
- $364,676
- Income (IRS master file)
- $1,289,746
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,289,746 | $1,360,251 | $364,676 | XML |
| 990 | December 2024 | $2,462,607 | $2,347,448 | $438,141 | XML |
| 990 | December 2023 | $1,972,503 | $1,677,628 | $322,982 | XML |
| 990 | December 2022 | $1,256,648 | $1,276,291 | $33,716 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2015 Officer: James Birkelund | December 31, 2015 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-0616703).
Questions about SMALL BUSINESS UTILITY ADVOCATES
- What is the EIN of SMALL BUSINESS UTILITY ADVOCATES?
- The employer identification number (EIN) of SMALL BUSINESS UTILITY ADVOCATES is 46-0616703.
- Is SMALL BUSINESS UTILITY ADVOCATES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to SMALL BUSINESS UTILITY ADVOCATES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SMALL BUSINESS UTILITY ADVOCATES file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SMALL BUSINESS UTILITY ADVOCATES due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SMALL BUSINESS UTILITY ADVOCATES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SMALL BUSINESS UTILITY ADVOCATES?
- The 990-N for 2015 names James Birkelund.
- Who are the officers and directors of SMALL BUSINESS UTILITY ADVOCATES?
- The 990 for the year ended December 31, 2025 lists 4 people; 2 received compensation from the organization, the highest $243,812 (BRITTNEY MARRA, Executive Dir.).
- How much revenue does SMALL BUSINESS UTILITY ADVOCATES have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,289,746, expenses of $1,360,251 and total assets of $364,676 at year end.
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