Nonprofit · EIN 76-0268851
UTILITY DISTRICT ADVISORY CORPORATION
Tax-exempt (reinstated) · HOUSTON, TX 77056
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-EZ | $10,000 | $3,690 | $6,310 | $11,095 | $0 | $11,095 |
| April 30, 2025 | 990-EZ | $10,001 | $5,524 | $4,477 | $4,785 | $0 | $4,785 |
| April 30, 2024 | 990-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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVIS BONHAM | DIRECTOR | 0.5 | $0 |
| JULIE PEAK | TREASURER | 0.5 | $0 |
| ALAN PETROV | DIRECTOR | 0.5 | $0 |
| PETER BARNHART | DIRECTOR | 0.5 | $0 |
| DUSTIN O'NEAL | DIRECTOR | 0.5 | $0 |
| SAMUEL JOHNSON THROUGH 072325 | DIRECTOR | 0.5 | $0 |
| JON YOUNG | DIRECTOR | 0.5 | $0 |
| JAMES C JONES | DIRECTOR | 0.5 | $0 |
| DAN KOLKHORST | DIRECTOR | 0.5 | $0 |
| DMITRI MILLAS | DIRECTOR | 0.5 | $0 |
| DAVID SMALLING | DIRECTOR | 0.5 | $0 |
| MARK GEHRINGER | DIRECTOR | 0.5 | $0 |
| KELI SCHROEDER | DIRECTOR | 0.5 | $0 |
| CAMM C TREY LARRY III | DIRECTOR | 0.5 | $0 |
| W DICKINSON YALE THROUGH 072225 | DIRECTOR | 0.5 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEPE SCHWARTZ | VICE PRESIDENT | 0.5 | $0 |
| MARK KILKENNY | PRESIDENT | 0.5 | $0 |
| LOREN MORALES | SECRETARY | 0.5 | $0 |
990-EZ for the year ended April 30, 2025: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVIS BONHAM | DIRECTOR | 0.5 | $0 |
| JULIE PEAK | TREASURER | 0.5 | $0 |
| ALAN PETROV | DIRECTOR | 0.5 | $0 |
| PETER BARNHART | DIRECTOR | 0.5 | $0 |
| DUSTIN O'NEAL | DIRECTOR | 0.5 | $0 |
| JON YOUNG | DIRECTOR | 0.5 | $0 |
| JAMES C JONES | DIRECTOR | 0.5 | $0 |
| DAN KOLKHORST | DIRECTOR | 0.5 | $0 |
| DMITRI MILLAS | DIRECTOR | 0.5 | $0 |
| DAVID SMALLING | DIRECTOR | 0.5 | $0 |
| MARK GEHRINGER | DIRECTOR | 0.5 | $0 |
| KELI SCHROEDER | DIRECTOR | 0.5 | $0 |
| CAMM C TREY LARRY III | DIRECTOR | 0.5 | $0 |
| PEPE SCHWARTZ | VICE PRESIDENT | 0.5 | $0 |
| MARK KILKENNY | PRESIDENT | 0.5 | $0 |
| LOREN MORALES | SECRETARY | 0.5 | $0 |
| W DICKINSON YALE | DIRECTOR | 0.5 | $0 |
| Teague Harris | Director | 0.5 | $0 |
990-EZ for the year ended April 30, 2024: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CRAIG RATHMANN | DIRECTOR | 0.5 | $0 |
| DAVIS BONHAM | DIRECTOR | 0.5 | $0 |
| TEAGUE HARRIS | DIRECTOR | 0.5 | $0 |
| JULIE PEAK | DIRECTOR | 0.5 | $0 |
| ALAN PETROV | DIRECTOR | 0.5 | $0 |
| PETER BARNHART | DIRECTOR | 0.5 | $0 |
| DUSTIN O'NEAL | DIRECTOR | 0.5 | $0 |
| W DICKINSON YALE | DIRECTOR | 0.5 | $0 |
| JON YOUNG | DIRECTOR | 0.5 | $0 |
| JAMES C JONES | DIRECTOR | 0.5 | $0 |
| DAN KOLKHORST | DIRECTOR | 0.5 | $0 |
| DMITRI MILLAS | DIRECTOR | 0.5 | $0 |
| DAVID SMALLING | DIRECTOR | 0.5 | $0 |
| MARK GEHRINGER | DIRECTOR | 0.5 | $0 |
| KELI SCHROEDER | DIRECTOR | 0.5 | $0 |
| CAMM C TREY LARRY III | DIRECTOR | 0.5 | $0 |
| JOSEPH M SCHWARTZ | VICE PRESIDENT | 0.5 | $0 |
| MARK KILKENNY | PRESIDENT | 0.5 | $0 |
| LOREN MORALES | SECRETARY | 0.5 | $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.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-EZ on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-EZ on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-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)
- Category (NTEE)
- Mutual and membership benefit (Y03)
- 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
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | April 2026 | $10,000 | $3,690 | $11,095 | XML |
| 990-EZ | April 2025 | $10,001 | $5,524 | $4,785 | XML |
| 990-EZ | April 2024 | $68 | $3,837 | $308 | XML |
| 990-EZ | April 2023 | – | – | – | IRS |
| 990-EZ | April 2022 | – | – | – | IRS |
| 990-EZ | April 2021 | – | – | – | IRS |
| 990-EZ | April 2020 | – | – | – | IRS |
| 990-EZ | April 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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