WESTERN STATES PETROLEUM ASSOCIATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN STATES PETROLEUM ASSOCIATION (EIN 95-0596680)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202443189349305049
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T14:54:28-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 HIGHLAND POINTE DR SUITE 300 | AddressLine1Txt |
| City | ROSEVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95678 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 950596680 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN STATES PETROLEUM ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 9164987756 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1415 L STREET 900 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 958143964 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE REHEIS-BOYD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9164987756 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DYLAN VALENTINE | PreparerPersonNm |
| PTIN | P01934033 | PTIN |
| Phone | 9167847800 | PhoneNum |
| Preparation | 2024-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CATHERINE REHEIS-BOYD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1415 L STREET 900 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 958143964 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $37,720,648 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.WSPA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1907 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | WSPA REPRESENTS COMPANIES INVOLVED IN THE PETROLEUM AND NATURAL GAS INDUSTRY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 38 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,400 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,550 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $31,376,412 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $35,709,272 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$116,126 | PYInvestmentIncomeAmt |
| CY Investment Income | $305,904 | CYInvestmentIncomeAmt |
| PY Other Revenue | $25,200 | PYOtherRevenueAmt |
| CY Other Revenue | $34,722 | CYOtherRevenueAmt |
| PY Total Revenue | $31,292,886 | PYTotalRevenueAmt |
| CY Total Revenue | $36,052,448 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,010,150 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $75,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,363,250 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,060,054 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,460,995 | PYOtherExpensesAmt |
| CY Other Expenses | $24,896,816 | CYOtherExpensesAmt |
| PY Total Expenses | $31,834,395 | PYTotalExpensesAmt |
| CY Total Expenses | $35,031,870 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$541,509 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,020,578 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,851,418 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,117,019 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,448,489 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,287,649 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,402,929 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,829,370 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WSPA IS DEDICATED TO ENSURING THAT AMERICANS CONTINUE TO HAVE RELIABLE ACCESS TO PETROLEUM, PETROLEUM PRODUCTS AND NATURAL GAS THROUGH POLICIES THAT ARE SOCIALLY, ECONOMICALLY AND ENVIRONMENTALLY RESPONSIBLE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | WSPA REPRESENTS COMPANIES INVOLVED IN PETROLEUM AND NATURAL GAS EXPLORATION, PRODUCTION, REFINING, TRANSPORTATION AND MARKETING IN ARIZONA, CALIFORNIA, NEVADA, OREGON, AND WASHINGTON. THROUGH EDUCATION, MEDIA AND COMMUNITY OUTREACH, CONTENT DEVELOPMENT, LOBBYING AND RESEARCH, WSPA WORKS TO BUILD UNDERSTANDING OF OIL AND GAS INDUSTRY ISSUES AMONG THE PUBLIC AND POLICY MAKERS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 43 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 38 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE SLAKEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9164987756 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1415 L STREET | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CATHERINE REHEIS-BOYD | ||||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $902,759 | $0 | $63,640 | ||
| SHANT APEKIAN | ||||||||
| VP CA POLICY AND AFFAIRS | 40.00 | $500,362 | $0 | $106,884 | Yes (X) | |||
| JODIE MULLER | ||||||||
| SENIOR VP GOVT AFFAIRS | 40.00 | Yes (X) | $436,775 | $0 | $63,178 | |||
| STEVE SLAKEY | ||||||||
| CHIEF FINANICAL OFFICER | 40.00 | Yes (X) | $335,135 | $0 | $89,005 | |||
| KEVIN SLAGLE | ||||||||
| VP STRATEGIC COMM | 40.00 | $313,805 | $0 | $99,180 | Yes (X) | |||
| SOPHIE ELLINGHOUSE | ||||||||
| VP GENERAL COUNCIL | 40.00 | Yes (X) | $306,884 | $0 | $80,470 | |||
| PAUL DEIRO | ||||||||
| SENIOR DIRECTOR, CA POLICY | 40.00 | $285,722 | $0 | $87,943 | Yes (X) | |||
| SUZANNE NOBLE | ||||||||
| SENIOR DIRECTOR, PRODUCTION | 40.00 | $288,852 | $0 | $66,877 | Yes (X) | |||
| ROBERT BROWN | ||||||||
| SENIOR DIRECTOR, REGIONAL | 40.00 | $257,864 | $0 | $89,864 | Yes (X) | |||
| PATTY SENCAL | ||||||||
| SENIOR DIRECTOR, REGIONAL | 40.00 | $261,382 | $0 | $77,391 | Yes (X) | |||
| MARK NECHODOM | ||||||||
| SENIOR DIRECTOR, SCIENCE AND TECH | 40.00 | $259,472 | $0 | $45,211 | Yes (X) | |||
| BRAD LEVI | ||||||||
| CHAIR | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MIKE VOMUND | ||||||||
| VICE CHAIR | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRYAN ANDERSON | ||||||||
| DIRECTOR (LEFT 7/2023) | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| LYNN ARGIANAS | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| ERIK BARTSCH | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| NATHAN FRANKA | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD HARBISON | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| ERIC HONEYMAN | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JOSH JEMENTE | ||||||||
| DIRECTOR (LEFT 2/2023) | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| SHAWN KERNS | ||||||||
| DIRECTOR (LEFT 7/2023) | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| FRANCISCO LEON | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| ERIC LOCKWOOD | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JERRY MILLER | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| TREM SMITH | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW TROSKE | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,149,012 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $869,643 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 29 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PILLSBURY WINTHROP SHAW PITTMAN LLP | |||||
| PO BOX 742262 | LOS ANGELES | CA | 90074 | LEGAL | $1,990,225 |
| BAKER BOTTS LLP | |||||
| 910 LOUISIANA STREET | HOUSTON | TX | 77002 | LEGAL | $1,656,868 |
| SUMMIT STRATEGY GROUP LLC | |||||
| 1 FIRST STREET SUITE 6 | LOS ALTOS | CA | 94022 | ADVOCACY | $1,209,842 |
| MILLER NASH LLP | |||||
| PO BOX 3585 | PORTLAND | OR | 97208 | LEGAL | $823,854 |
| UNEARTH CAMPAIGNS LLC | |||||
| 555 CAPITOL MALL SUITE 640 | SACRAMENTO | CA | 95814 | ADVOCACY | $591,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,550 | AllOtherContributionsAmt |
| Total Contributions | $2,550 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $30,768,267 | $30,768,267 |
| SPECIAL CALL REVENUE | 900099 | $4,204,711 | $4,204,711 |
| REGISTRATION REVENUE | 900099 | $439,223 | $439,223 |
| SPECIAL EVENT REVENUE | 900099 | $255,281 | $255,281 |
| LUNCHEON/OTHER | 900099 | $41,790 | $41,790 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $35,709,272 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $302,382 | TotalRevenueColumnAmt |
| Exclusion | $302,382 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,671,722 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,668,200 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,522 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,522 | TotalRevenueColumnAmt |
| Exclusion | $3,522 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $34,722 | TotalRevenueColumnAmt |
| Exclusion | $34,722 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $34,722 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,052,448 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,709,272 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $340,626 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,000 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,298,077 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,227,181 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,414 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $752,630 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,752 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,486 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,290 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,911 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,380 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $886,876 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,970 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,308 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,227 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,681 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| COMMITTEE EXPENSES | $15,383,777 |
| SPECIAL CALLS EXPENSE | $5,738,348 |
| PRINTING AND COMMUNICAT | $474,824 |
| SPECIAL EVENT EXPENSE | $240,941 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,797 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,031,870 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,666,459 | BOYAmt |
| EOY | $2,936,106 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,515,411 | BOYAmt |
| EOY | $3,969,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,500 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $323,346 | BOYAmt |
| EOY | $303,148 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,635,764 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,817,282 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,052,005 | BOYAmt |
| EOY | $818,482 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,263,697 | BOYAmt |
| EOY | $5,090,283 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,851,418 | BOYAmt |
| EOY | $13,117,019 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,813,262 | BOYAmt |
| EOY | $4,314,647 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,635,227 | BOYAmt |
| EOY | $2,973,002 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,448,489 | BOYAmt |
| EOY | $7,287,649 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,222,560 | BOYAmt |
| EOY | $4,336,881 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,180,369 | BOYAmt |
| EOY | $1,492,489 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,402,929 | BOYAmt |
| EOY | $5,829,370 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,851,418 | BOYAmt |
| EOY | $13,117,019 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,020,578 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,641 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$588,496 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $30,768,267 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $6,986,265 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $6,986,265 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $2,246,083 | AggregateReportedDuesNtcAmt |
| Carried Over | $4,740,182 | CarriedOverAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $547,059 | OtherCostOrOtherBasisAmt |
| Depreciation | $356,367 | DepreciationAmt |
| Book Value | $190,692 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,088,705 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,460,915 | DepreciationAmt |
| Book Value | $627,790 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $818,482 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT OF USE ASSET | $2,900,658 |
| DUES RECEIVABLE | $1,677,495 |
| SPECIAL CALL RECEIVABLE | $267,983 |
| PENSION PLAN ASSETS | $194,140 |
| INTEREST RECEIVABLE | $50,007 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,090,283 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $2,973,002 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,973,002 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $35,392,558 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,641 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$654,249 | OtherRevenueAmt |
| Revenue Not Reported | -$659,890 | RevenueNotReportedAmt |
| Revenue Subtotal | $36,052,448 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $36,052,448 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $34,377,621 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $34,377,621 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $654,249 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $654,249 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $35,031,870 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | UNDER APPLICABLE LAWS AND REGULATIONS, WSPA HAS BEEN DETERMINED TO BE EXEMPT FROM FEDERAL AND CALIFORNIA INCOME TAXES AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THESE FINANCIAL STATEMENTS. THE PREPARATION OF FINANCIAL STATEMENTS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES WSPA TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY WSPA. WSPA HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAVE MEASURED THE EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT WSPA HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL AND STATE TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. ANY INTEREST OR PENALTIES ASSESSED TO WSPA ARE RECORDED IN OPERATING EXPENSES. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAX AUTHORITIES WERE RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES -654,249. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 654,249. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARED ENERGY FUTURE FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1415 L STREET SUITE 900 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 851613610 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $75,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | TO ADVANCE THE MISSION OF THE ORGANIZATION | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CATHERINE REHEIS-BOYD | ||||||||||||||
| PRESIDENT | $638,600 | $0 | $247,500 | $0 | $16,659 | $0 | $59,852 | $0 | $3,788 | $0 | $966,399 | $0 | $0 | $0 |
| SHANT APEKIAN | ||||||||||||||
| VP CA POLICY AND AFFAIRS | $309,500 | $0 | $163,800 | $0 | $27,062 | $0 | $60,137 | $0 | $46,747 | $0 | $607,246 | $0 | $0 | $0 |
| JODIE MULLER | ||||||||||||||
| SENIOR VP GOVT AFFAIRS | $327,400 | $0 | $105,600 | $0 | $3,775 | $0 | $59,696 | $0 | $3,482 | $0 | $499,953 | $0 | $0 | $0 |
| STEVE SLAKEY | ||||||||||||||
| CHIEF FINANICAL OFFICER | $259,100 | $0 | $63,267 | $0 | $12,768 | $0 | $54,672 | $0 | $34,333 | $0 | $424,140 | $0 | $0 | $0 |
| KEVIN SLAGLE | ||||||||||||||
| VP STRATEGIC COMM | $248,500 | $0 | $62,200 | $0 | $3,105 | $0 | $52,620 | $0 | $46,560 | $0 | $412,985 | $0 | $0 | $0 |
| SOPHIE ELLINGHOUSE | ||||||||||||||
| VP GENERAL COUNCIL | $242,700 | $0 | $63,300 | $0 | $884 | $0 | $51,701 | $0 | $28,769 | $0 | $387,354 | $0 | $0 | $0 |
| PAUL DEIRO | ||||||||||||||
| SENIOR DIRECTOR, CA POLICY | $231,000 | $0 | $47,300 | $0 | $7,422 | $0 | $47,637 | $0 | $40,306 | $0 | $373,665 | $0 | $0 | $0 |
| SUZANNE NOBLE | ||||||||||||||
| SENIOR DIRECTOR, PRODUCTION | $232,500 | $0 | $51,511 | $0 | $4,841 | $0 | $48,421 | $0 | $18,456 | $0 | $355,729 | $0 | $0 | $0 |
| ROBERT BROWN | ||||||||||||||
| SENIOR DIRECTOR, REGIONAL | $211,800 | $0 | $41,600 | $0 | $4,464 | $0 | $43,463 | $0 | $46,401 | $0 | $347,728 | $0 | $0 | $0 |
| PATTY SENCAL | ||||||||||||||
| SENIOR DIRECTOR, REGIONAL | $210,800 | $0 | $43,300 | $0 | $7,282 | $0 | $43,488 | $0 | $33,903 | $0 | $338,773 | $0 | $0 | $0 |
| MARK NECHODOM | ||||||||||||||
| SENIOR DIRECTOR, SCIENCE AND TECH | $203,500 | $0 | $46,500 | $0 | $9,472 | $0 | $42,553 | $0 | $2,658 | $0 | $304,683 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | AN INDEPENDENT COMMITTEE SELECTED BY THE BOARD REVIEWS INDUSTRY STANDARDS; PERFORMANCE AND OTHER CRITERIA ON ANNUAL BASIS TO DETERMINE COMPENSATION FOR TOP MANAGEMENT OFFICIALS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE ORGANIZATION HAS A PERSONNEL, COMPENSATION, AUDIT AND FINANCE COMMITTEE WHICH CONSISTS OF THE PRESIDENT, CHAIR OF THE BOARD, VICE CHAIR OF THE BOARD AND CHAIR OF THE GOVERNMENT AFFAIRS COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE FORM 990 WILL BE DISTRIBUTED TO THE PERSONNEL AND THE COMPENSATION COMMITTEE PRIOR TO THE FILING OF THE TAX RETURNS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS IMPLEMENTED A POLICY TO ENSURE MONITORING AND COMPLIANCE WITH THEIR POLICIES. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN INDEPENDENT COMMITTEE SELECTED BY THE BOARD REVIEWS INDUSTRY STANDARDS; PERFORMANCE AND OTHER CRITERIA ON AN ANNUAL BASIS TO DETERMINE COMPENSATION FOR TOP MANAGEMENT OFFICIALS. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. |