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  5. Utilidata, Inc.

Utilidata, Inc.

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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
City: Providence
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

Companies doing Computer systems design services

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
KENTUCKY profile:
Utilidata, Inc. (KY)

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.

Website:
WWW.UTILIDATA.COM
Phone Number:
860-966-3715
E-mail Address:
tgilbert@utilidata.com
Contact Person:
THERESA GILBERT
User ID:
P2011045
SBA Link:
View company profile on SBA website

Commercial and government entity program

The The Commercial And Government Entity Code (CAGE) is assigned by the Department of Defense's Defense Logistics Agency (DLA) and represents your company's physical address for GSA's mailings, payments, and administrative records.

Note: A CAGE Code enables a company to contract with the U.S. government, allowing bid on government contracts and to receive government payments. Also for business this means that it's a Verified business entity and Has a validated physical address.

CAGE number:
7K5R0
Status:
Active
Type:
U.S./Canada Manufacturer
CAGE Update Date:
2025-03-21
CAGE Expiration:
2030-03-21
SAM Expiration:
2026-03-19

Contact Information

POC:
THERESA GILBERT
Corporate URL:
www.utilidata.com

Form 5500 Series

Employer Identification Number (EIN):
911384368
Plan Year:
2024
Number Of Participants:
78
Plan Name:
401(K)
Sponsor's telephone number:
4013832116
File:
View File
Plan Administrator / Signatory:
KELLY MCCORMACK(Plan administrator)
Plan Year:
2023
Number Of Participants:
66
Plan Name:
401(K)
Sponsor's telephone number:
4013832116
File:
View File
Plan Administrator / Signatory:
KELLY MCCORMACK(Plan administrator)
Plan Year:
2022
Number Of Participants:
40
Plan Name:
401(K)
Sponsor's telephone number:
4013832116
File:
View File
Plan Administrator / Signatory:
KELLY MCCORMACK(Plan administrator)
Plan Year:
2021
Number Of Participants:
33
Plan Name:
401(K)
Sponsor's telephone number:
4013832116
File:
View File
Plan Administrator / Signatory:
KELLY MCCORMACK(Plan administrator)
Plan Year:
2020
Number Of Participants:
27
Plan Name:
401(K)
Sponsor's telephone number:
4013832116
File:
View File
Plan Administrator / Signatory:
KELLY MCCORMACK(Plan administrator)

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

Business Type:
SMALL BUSINESS
Date:
2020-09-04
Link:
View on USAspending
Awarding Agency Name:
Department of Energy
Transaction Description:
TRANSFORMATION OF THE DISTRIBUTION SYSTEM: DISTRIBUTED AND RESILIENT OPTIMAL POWER FLOW
Obligated Amount:
$150,000
Face Value Of Loan:
$0
Total Face Value Of Loan:
$0
Business Type:
SMALL BUSINESS
Date:
2020-04-28
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
$0
Face Value Of Loan:
$433,597
Total Face Value Of Loan:
$433,597

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
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

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
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

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
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

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
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

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
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

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

Jobs Reported:
17
Initial Approval Amount:
$433,597
Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$433,597
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$438,075.52
Servicing Lender:
Banc of California
Use of Proceeds:
Payroll: $433,597

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Date of last update: 13 Jul 2025

Sources: Rhode Island Department of State

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