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Utilidata, Inc.

Headquarter

Company Details

Name: Utilidata, Inc.
Jurisdiction: Rhode Island
Entity type: Foreign Corporation
Status: Activ
Date of Organization in Rhode Island: 18 Apr 2012 (13 years ago)
Identification Number: 000789682
ZIP code: 02903
County: Providence County
Place of Formation: DELAWARE
Purpose: UTILIDATA IS AN AI-POWERED TECHNOLOGY COMPANY THAT PROVIDES UTILITIES WITH ROBUST, REAL-TIME INSIGHTS TO OPERATE A CONNECTED GRID AND BETTER SERVE THEIR CUSTOMERS.
Principal Address: Google Maps Logo 225 DYER STREET FLOOR 2 - CIC, PROVIDENCE, RI, 02903, USA

Industry & Business Activity

NAICS

541512 Computer Systems Design Services

This U.S. industry comprises establishments primarily engaged in planning and designing computer systems that integrate computer hardware, software, and communication technologies. The hardware and software components of the system may be provided by this establishment or company as part of integrated services or may be provided by third parties or vendors. These establishments often install the system and train and support users of the system. Learn more at the U.S. Census Bureau

Agent

Name Role Address
CORPORATION SERVICE COMPANY Agent 222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA

CEO

Name Role Address
JOSHUA BRUMBERGER CEO 225 DYER STREET, FLOOR 2 - CIC PROVIDENCE, RI 02903 USA

PRESIDENT & COO

Name Role Address
JESS MELANSON PRESIDENT & COO 225 DYER STREET, FLOOR 2 - CIC PROVIDENCE, RI 02903 USA

CTO

Name Role Address
MARISSA HUMMON CTO 225 DYER STREET, FLOOR 2 - CIC PROVIDENCE, RI 02903 USA

CXO

Name Role Address
THERESA GILBERT CXO 225 DYER STREET, FLOOR 2 - CIC PROVIDENCE, RI 02903 USA

DIRECTOR

Name Role Address
JOSHUA BRUMBERGER DIRECTOR 2225 DYER STREET, FLOOR 2 - CIC PROVIDENCE, RI 02903 USA
DON TAPPAN DIRECTOR 225 DYER STREET, FLOOR 2 - CIC PROVIDENCE, RI 02903 USA
ALICIA BARTON DIRECTOR 225 DYER STREET, FLOOR 2 - CIC PROVIDENCE, RI 02903 USA
HUNTER HORGAN DIRECTOR 225 DYER STREET, FLOOR 2 - CIC PROVIDENCE, RI 02903 USA
ALEX BROWN DIRECTOR 225 DYER STREET, FLOOR 2 - CIC PROVIDENCE, RI 02903 USA

Links between entities

Type:
Headquarter of
Company Number:
1322861
State:
KENTUCKY

U.S. Small Business Administration Profile

The U.S. Small Business Administration (SBA) helps Americans start, grow, and build resilient businesses.

Note: SBA was created in 1953 as an independent agency of the federal government to aid, counsel, assist and protect the interests of small business concerns; preserve free competitive enterprise; and maintain and strengthen the overall economy of our nation. SBA reviews Congressional and testifies on behalf of small businesses. It assesses the impact of regulatory burden on small businesses.

Phone Number:
E-mail Address:
Contact Person:
THERESA GILBERT
User ID:
P2011045

Form 5500 Series

Employer Identification Number (EIN):
911384368
Plan Year:
2023
Number Of Participants:
66
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
40
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
33
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
27
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
40
Sponsors Telephone Number:

Filings

Number Name File Date
202449668960 Annual Report 2024-03-28
202448805960 Application for Amended Certificate of Authority 2024-03-15
202329098250 Annual Report 2023-02-22
202212792320 Annual Report 2022-03-14
202212438110 Application for Amended Certificate of Authority 2022-03-08

USAspending Awards / Financial Assistance

Date:
2020-09-04
Awarding Agency Name:
Department of Energy
Transaction Description:
TRANSFORMATION OF THE DISTRIBUTION SYSTEM: DISTRIBUTED AND RESILIENT OPTIMAL POWER FLOW
Obligated Amount:
150000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-04-28
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
433597.00
Total Face Value Of Loan:
433597.00

Trademarks

Serial Number:
98317090
Mark:
UTILIDATA
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Trademark, Service Mark
Application Filing Date:
2023-12-15
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
UTILIDATA

Goods And Services

For:
Electronic and electrical equipment, namely, meter adapters, encoded electronic chip cards, computing modules and devices and recorded and downloadable software for generating insight, data, and information from the electric grid, electric meters, meter adapters, and monitoring and control systems;...
First Use:
2003-04-16
International Classes:
009 - Primary Class
Class Status:
ACTIVE
For:
Design and engineering services in the field of distributed energy generation, namely, engineering and design of smart grid technologies; Providing temporary use of on-line non-downloadable software for electric grid monitoring, management, analysis, and control; Analyzing and monitoring electric po...
First Use:
2003-04-16
International Classes:
042 - Primary Class
Class Status:
ACTIVE
Serial Number:
98317074
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Trademark, Service Mark
Application Filing Date:
2023-12-15
Mark Drawing Type:
2 - AN ILLUSTRATION DRAWING WITHOUT ANY WORDS(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
None

Goods And Services

For:
Electronic and electrical equipment, namely, meter adapters, encoded electronic chip cards, computing modules and devices and recorded and downloadable software for generating insight, data, and information from the electric grid, electric meters, meter adapters, and monitoring and control systems;...
First Use:
2023-10-20
International Classes:
009 - Primary Class
Class Status:
ACTIVE
For:
Design and engineering services in the field of distributed energy generation, namely, engineering and design of smart grid technologies; Providing temporary use of on-line non-downloadable software for electric grid monitoring, management, analysis, and control; Analyzing and monitoring electric po...
First Use:
2023-10-20
International Classes:
042 - Primary Class
Class Status:
ACTIVE
Serial Number:
98146988
Mark:
KARMAN
Status:
A first request for extension of time to file a Statement of Use has been granted.
Mark Type:
Trademark, Service Mark
Application Filing Date:
2023-08-23
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
KARMAN

Goods And Services

For:
Utility use monitoring devices, namely, downloadable computer software for electricity data, meter data and meter device management, efficiency and demand management, and management and collection of data from distributed energy resources, namely, electric vehicles and solar inverters, namely, devic...
International Classes:
009 - Primary Class
Class Status:
ACTIVE
For:
Providing temporary use of on-line non-downloadable cloud computing software for electric grid monitoring, management, analysis, and control; Providing on-line non-downloadable software for electricity data, namely, meter data and meter device management, efficiency and demand management, and manage...
International Classes:
042 - Primary Class
Class Status:
ACTIVE
Serial Number:
87164560
Mark:
ADAPTIVOLT
Status:
A Sections 8 and 15 combined declaration has been accepted and acknowledged.
Mark Type:
Trademark
Application Filing Date:
2016-09-08
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
ADAPTIVOLT

Goods And Services

For:
Downloadable software applications for optimization of voltage and reactive power control for the electric power industry
First Use:
2013-10-04
International Classes:
009 - Primary Class
Class Status:
ACTIVE
Serial Number:
76247339
Mark:
UTILIDATA
Status:
The registration has been renewed.
Mark Type:
Trademark, Service Mark
Application Filing Date:
2001-04-27
Mark Drawing Type:
1 - TYPESET WORD(S) /LETTER(S) /NUMBER(S)
Mark Literal Elements:
UTILIDATA

Goods And Services

For:
ELECTRONIC AND ELECTRICAL EQUIPMENT FOR MONITORING, COLLECTING OPERATING INFORMATION, AND CONTROLLING ELECTRICITY DISTRIBUTION, NAMELY, DATA PROCESSING CONTROLLER, SOFTWARE, ELECTRONIC MEMORY, POWER MONITORS, TEST SWITCHES, ELECTRICAL RELAYS, SURGE SUPPRESSORS, UNINTERRUPTIBLE POWER SUPPLY, MODEM, H...
First Use:
2003-04-16
International Classes:
009 - Primary Class
Class Status:
ACTIVE
For:
ANALYZING AND MONITORING ELECTRIC POWER DISTRIBUTION FOR OTHERS
First Use:
2003-04-16
International Classes:
042 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
433597
Current Approval Amount:
433597
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
438075.52

Date of last update: 30 May 2025

Sources: Rhode Island Department of State