THE UTILITY REFORM NETWORK

EIN: 237351081 501(c)(3) Public & Societal Benefit

OAKLAND, CA

Total Revenue
$8,846,504
Total Expenses
$8,970,889
Total Assets
$16,727,931
Net Assets
$7,603,670
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Financial Trends

Organization Details

Formation Year
1973
Legal Domicile
CA
Principal Officer
MARK TONEY
Phone
4159298876
Tax Period
2023-07-01 to 2024-06-30

THE UTILITY REFORM NETWORK, founded in 1973, is a community nonprofit in the Public & Societal Benefit sector that reported $8.8M in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum.

Mission

The Utility Reform Network (TURN) is a California nonprofit public benefit corporation organized as a statewide consumer organization representing utility ratepayers in regulatory, legislative, and judicial proceedings before theCalifornia Public Utilities Commission (CPUC) and in other forums, as well as providing a wide range of consumer services. Founded in 1973, TURN also handles complaints and grievances, conducts outreach to senior and low-income groups, provides educational information, community training and research, and acts as liaison between ratepayers and utility regulators.

Program Service Accomplishments

Program 1
Expenses: $6,059,244 Revenue: $8,142,568

LEGAL - TURN'S LEGAL TEAM REPRESENTED CONSUMERS IN IMPORTANT REGULATORYPROCEEDINGS IMPACTING THE RATES AND SERVICES RECEIVED BY CALIFORNIA UTILITYCONSUMERS. TURN CONTINUED TO ADVOCATE FOR ENHANCED...

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LEGAL - TURN'S LEGAL TEAM REPRESENTED CONSUMERS IN IMPORTANT REGULATORYPROCEEDINGS IMPACTING THE RATES AND SERVICES RECEIVED BY CALIFORNIA UTILITYCONSUMERS. TURN CONTINUED TO ADVOCATE FOR ENHANCED CONSUMER RIGHTS AND ENHANCEDUTILITY ACCOUNTABILITY. KEY WINS RESULTED IN SUBSTANTIAL SAVINGS IN AVOIDED RATEHIKES AND IN UTILITY SHAREHOLDER COST RESPONSIBILITY. TURN WON NEW PROTECTIONS FORDISASTER VICTIMS AND MEDICAL BASELINE CUSTOMERS, AND DEMANDED IMPROVEMENTS IN CRUCIAL PHONE NETWORKS.

Program 2
Expenses: $1,380,766

LOBBYING, ORGANIZING, AND RACIAL EQUITY - TURN HELD EVENTS AND TRAININGS THAT EDUCATE AND EMPOWER ADVOCATES TO HELP VULNERABLE CONSUMERS STAY CONNECTED TO ESSENTIAL UTILITY SERVICES. TURN MOBILIZED...

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LOBBYING, ORGANIZING, AND RACIAL EQUITY - TURN HELD EVENTS AND TRAININGS THAT EDUCATE AND EMPOWER ADVOCATES TO HELP VULNERABLE CONSUMERS STAY CONNECTED TO ESSENTIAL UTILITY SERVICES. TURN MOBILIZED OUR MEMBERS AND SUPPORTERS TO SPEAK OUT AT CALIFORNIA PUBLIC UTILITIES COMMISSION HEARINGS AND PUBLIC MEETINGS TO DEMAND FAIR RATES, POLICIES AND PRACTICES, AND UNIVERSAL ACCESS.

Program 3
Expenses: $338,617

COMMUNICATIONS - TURN SPOKE OUT IN THE MEDIA ON BEHALF OF CONSUMERS IMPACTED BYWILDFIRES, PLANNED SHUTOFFS AND UNRELIABLE PHONE SERVICE. TURN'S MEDIA STRATEGY PUTPRESSURE ON DECISION MAKERS TO REJECT...

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COMMUNICATIONS - TURN SPOKE OUT IN THE MEDIA ON BEHALF OF CONSUMERS IMPACTED BYWILDFIRES, PLANNED SHUTOFFS AND UNRELIABLE PHONE SERVICE. TURN'S MEDIA STRATEGY PUTPRESSURE ON DECISION MAKERS TO REJECT UTILITY BAILOUTS AND PROFITEERING AND PUTCONSUMERS FIRST. TURN'S MESSAGE WAS AMPLIFIED THROUGH OUR USE OF SOCIAL MEDIA, ANDTURN'S MEMBERS RECEIVED IMPORTANT INFORMATION AND OPPORTUNITIES FOR ACTIVISM THROUGHOUR NEWSLETTER, WEBSITE AND MAILINGS.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $690,679
Program Service Revenue $8,142,568
Investment Income $98,486
Other Revenue $-85,229
TOTAL REVENUE $8,846,504

Expense Breakdown

Grants Paid $0
Salaries & Benefits $5,022,297
Fundraising Expenses $379,034
Program Expenses $7,778,627
Other Expenses $3,948,592
TOTAL EXPENSES $8,970,889

Year-over-Year Comparison

2023 2022 Change
Revenue $8,846,504 $6,407,107 +0.4%
Expenses $8,970,889 $7,903,256 +0.1%
Net Income $-124,385 $-1,496,149 -0.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
9
Independent Members
9
Employees
32
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$537,671
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARK TONEY Executive Dir. 40.00
Officer
$269,514 $43,657 $313,171
THOMAS LONG LEGAL DIRECTOR 40.00
$232,458 $53,348 $285,806
ROBERT FINKELSTEIN GENERAL COUNSEL 40.00
$222,908 $55,627 $278,535
RICHARD PEREZ CFO 40.00
Officer
$186,580 $37,920 $224,500
DAVID CHENG STAFF ATTORNEY 40.00
$176,747 $38,861 $215,608
MATTHEW FREEDMAN STAFF ATTORNEY 40.00
$177,736 $34,670 $212,406
HAYLEY GOODSON MANAGING ATTNY 40.00
$143,446 $53,024 $196,470
CARL WOOD Director 1.00
Director
$0 $0 $0
SHALINI SWAROOP Director 1.00
Director
$0 $0 $0
JEFF SHIELDS Director 1.00
Director
$0 $0 $0
BEVERLY TUCKER Chair 1.00
Officer Director
$0 $0 $0
ROSIE SANCHEZ ULLOA Director 1.00
Director
$0 $0 $0
WILLIAM NUSBAUM Secretary 1.00
Officer Director
$0 $0 $0
KORI CHEN Treasurer 1.00
Officer Director
$0 $0 $0
VERONICA FIELDS Director 1.00
Director
$0 $0 $0
STAN SANTOS Director 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $8,846,504 $8,970,889 $16,727,931 $-124,385
2023 $6,407,107 $7,903,256 $16,278,331 $-1,496,149
2022 $10,003,005 $7,655,060 $16,431,840 $2,347,945
2021 $6,778,643 $6,687,031 $8,489,220 $91,612
2020 $7,612,060 $6,224,164 $8,592,781 $1,387,896
2019 $8,254,986 $7,300,987 $8,000,709 $953,999
2018 $4,466,424 $6,075,480 $6,449,917 $-1,609,056
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