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Nonprofit · EIN 76-0268851

UTILITY DISTRICT ADVISORY CORPORATION

Tax-exempt (reinstated) · HOUSTON, TX 77056

Financials

$68$4K2023$10K$6K2024$10K$4K2025
Revenue Expenses · by fiscal year end
Financials of UTILITY DISTRICT ADVISORY CORPORATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990-EZ$10,000$3,690$6,310$11,095$0$11,095
April 30, 2025990-EZ$10,001$5,524$4,477$4,785$0$4,785
April 30, 2024990-EZ$68$3,837-$3,769$308$0$308
Financial details: 990-EZ for the year ended April 30, 2026

Revenue

Membership dues
$10,000
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$3,650
Other expenses
$40

Balance sheet and other

Total assets, start of year
$4,785
Total assets, end of year
$11,095
Total liabilities, end of year
$0
Net assets, end of year
$11,095
Cash, savings and investments
$11,095
Gross receipts
$10,000

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-EZ for the year ended April 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
DAVIS BONHAMDIRECTOR0.5$0
JULIE PEAKTREASURER0.5$0
ALAN PETROVDIRECTOR0.5$0
PETER BARNHARTDIRECTOR0.5$0
DUSTIN O'NEALDIRECTOR0.5$0
SAMUEL JOHNSON THROUGH 072325DIRECTOR0.5$0
JON YOUNGDIRECTOR0.5$0
JAMES C JONESDIRECTOR0.5$0
DAN KOLKHORSTDIRECTOR0.5$0
DMITRI MILLASDIRECTOR0.5$0
DAVID SMALLINGDIRECTOR0.5$0
MARK GEHRINGERDIRECTOR0.5$0
KELI SCHROEDERDIRECTOR0.5$0
CAMM C TREY LARRY IIIDIRECTOR0.5$0
W DICKINSON YALE THROUGH 072225DIRECTOR0.5$0
3 more people on this return
NameTitleHours / weekCompensation
PEPE SCHWARTZVICE PRESIDENT0.5$0
MARK KILKENNYPRESIDENT0.5$0
LOREN MORALESSECRETARY0.5$0
990-EZ for the year ended April 30, 2025: 18 people
NameTitleHours / weekCompensation
DAVIS BONHAMDIRECTOR0.5$0
JULIE PEAKTREASURER0.5$0
ALAN PETROVDIRECTOR0.5$0
PETER BARNHARTDIRECTOR0.5$0
DUSTIN O'NEALDIRECTOR0.5$0
JON YOUNGDIRECTOR0.5$0
JAMES C JONESDIRECTOR0.5$0
DAN KOLKHORSTDIRECTOR0.5$0
DMITRI MILLASDIRECTOR0.5$0
DAVID SMALLINGDIRECTOR0.5$0
MARK GEHRINGERDIRECTOR0.5$0
KELI SCHROEDERDIRECTOR0.5$0
CAMM C TREY LARRY IIIDIRECTOR0.5$0
PEPE SCHWARTZVICE PRESIDENT0.5$0
MARK KILKENNYPRESIDENT0.5$0
LOREN MORALESSECRETARY0.5$0
W DICKINSON YALEDIRECTOR0.5$0
Teague HarrisDirector0.5$0
990-EZ for the year ended April 30, 2024: 19 people
NameTitleHours / weekCompensation
CRAIG RATHMANNDIRECTOR0.5$0
DAVIS BONHAMDIRECTOR0.5$0
TEAGUE HARRISDIRECTOR0.5$0
JULIE PEAKDIRECTOR0.5$0
ALAN PETROVDIRECTOR0.5$0
PETER BARNHARTDIRECTOR0.5$0
DUSTIN O'NEALDIRECTOR0.5$0
W DICKINSON YALEDIRECTOR0.5$0
JON YOUNGDIRECTOR0.5$0
JAMES C JONESDIRECTOR0.5$0
DAN KOLKHORSTDIRECTOR0.5$0
DMITRI MILLASDIRECTOR0.5$0
DAVID SMALLINGDIRECTOR0.5$0
MARK GEHRINGERDIRECTOR0.5$0
KELI SCHROEDERDIRECTOR0.5$0
CAMM C TREY LARRY IIIDIRECTOR0.5$0
JOSEPH M SCHWARTZVICE PRESIDENT0.5$0
MARK KILKENNYPRESIDENT0.5$0
LOREN MORALESSECRETARY0.5$0

Address and contacts

Address (IRS master file)
1300 POST OAK BLVD STE 2400, HOUSTON, TX 77056-3044
In care of
% JOSEPH M SCHWARTZ
Mailing address (990-N for 2014)
1300 Post Oak Boulevard, Houston TX 77056
Principal officer (990-N for 2014)
Mark Kilkenny, 1300 Post Oak Blvd Ste 1400, Houston TX 77056
Signed the 990-EZ
MARK KILKENNY, PRESIDENT
Phone
(713) 623-4531
Return prepared by
FORVIS MAZARS LLP

Mission

PROMOTE AND PROTECT THE BUSINESS INTERESTS OF PERSONS AND BUSINESS ENTITIES INVOLVED IN THE CREATION, FINANCING, AND OPERATION OF WATER DISTRICTS IN TEXAS AND THE RESIDENTS, LANDOWNERS, AND BOND HOLDERS OF THESE DISTRICTS.

990-EZ for the year ended April 30, 2026

Program accomplishments

  • N/A

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990-EZ on file
2024April 30, 2025September 15, 2025990-EZ on file
2023April 30, 2024September 16, 2024990-EZ on file

IRS record

EIN
76-0268851
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2015
Accounting year ends
April
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$11,095
Income (IRS master file)
$10,000

Revocation and reinstatement

Exemption revoked
September 15, 2010
Posted by the IRS
October 7, 2011
Reinstated
Effective September 15, 2010

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZApril 2026$10,000$3,690$11,095XML
990-EZApril 2025$10,001$5,524$4,785XML
990-EZApril 2024$68$3,837$308XML
990-EZApril 2023–––IRS
990-EZApril 2022–––IRS
990-EZApril 2021–––IRS
990-EZApril 2020–––IRS
990-EZApril 2019–––IRS
990-N for 2014
Officer: Mark Kilkenny
April 30, 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 76-0268851).

Questions about UTILITY DISTRICT ADVISORY CORPORATION

What is the EIN of UTILITY DISTRICT ADVISORY CORPORATION?
The employer identification number (EIN) of UTILITY DISTRICT ADVISORY CORPORATION is 76-0268851.
Is UTILITY DISTRICT ADVISORY CORPORATION tax-exempt?
Yes. The IRS revoked its exemption on September 15, 2010 and reinstated it effective September 15, 2010.
Are donations to UTILITY DISTRICT ADVISORY CORPORATION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does UTILITY DISTRICT ADVISORY CORPORATION file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of UTILITY DISTRICT ADVISORY CORPORATION due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UTILITY DISTRICT ADVISORY CORPORATION last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended April 2026.
Who is the principal officer of UTILITY DISTRICT ADVISORY CORPORATION?
The 990-N for 2014 names Mark Kilkenny.
Who are the officers and directors of UTILITY DISTRICT ADVISORY CORPORATION?
The 990-EZ for the year ended April 30, 2026 lists 18 people; 0 received compensation from the organization.
How much revenue does UTILITY DISTRICT ADVISORY CORPORATION have?
On its 990-EZ for the year ended April 30, 2026 it reported revenue of $10,000, expenses of $3,690 and total assets of $11,095 at year end.

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