NATIONAL ASSOCIATION OF REGULATORY UTILITY COMMISSIONERS: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL ASSOCIATION OF REGULATORY UTILITY COMMISSIONERS (EIN 53-0204609)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202531359349314673
- Schema version
- 2023v6.0
- 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
- Form 990
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T16:16:54-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | 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 | 6116 EXECUTIVE BLVD 500 | AddressLine1Txt |
| City | NORTH BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530204609 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL ASSOCIATION OF REGULATORY | BusinessNameLine1Txt |
| Business Name Line2 | UTILITY COMMISSIONERS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2028982208 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 VERMONT AVENUE NW 401 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY T CLARK | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2028982208 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID J SHERDEL CPA | PreparerPersonNm |
| PTIN | P01306021 | PTIN |
| Phone | 3017705100 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | ANTHONY T CLARK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 VERMONT AVENUE NW 401 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,696,664 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.NARUC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1889 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO SERVE THE PUBLIC INTEREST BY IMPROVING THE QUALITY AND EFFECTIVENESS OF PUBLIC UTILITY REGULATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 46 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 46 | VotingMembersIndependentCnt |
| Total Employee | 56 | TotalEmployeeCnt |
| Total Volunteers | 79 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,168,236 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,994,211 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,613,385 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,059,946 | CYProgramServiceRevenueAmt |
| PY Investment Income | $111,655 | PYInvestmentIncomeAmt |
| CY Investment Income | $389,588 | CYInvestmentIncomeAmt |
| PY Other Revenue | $52,799 | PYOtherRevenueAmt |
| CY Other Revenue | $66,875 | CYOtherRevenueAmt |
| PY Total Revenue | $15,946,075 | PYTotalRevenueAmt |
| CY Total Revenue | $15,510,620 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,474,574 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,243,152 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,358,725 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,741,054 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,365,569 | PYOtherExpensesAmt |
| CY Other Expenses | $5,403,773 | CYOtherExpensesAmt |
| PY Total Expenses | $15,198,868 | PYTotalExpensesAmt |
| CY Total Expenses | $14,387,979 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $747,207 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,122,641 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,319,185 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,132,010 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,895,975 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,561,907 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,423,210 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,570,103 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FOUNDED IN 1889, THE NATIONAL ASSOCIATION OF REGULATORY UTILITY COMMISIONERS (NARUC) IS A NON-PROFIT ORGANIZATION DEDICATED TO REPRESENTING THE STATE PUBLIC SERVICE COMMISIONS WHO REGULATE THE UTILITIES THAT PROVIDE ESSENTIAL SERVICES SUCH AS ENERGY, TELECOMMUNICATIONS, WATER AND TRANSPORTATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,129,579 | ExpenseAmt |
| Grant | $1,243,152 | GrantAmt |
| Revenue | $139,934 | RevenueAmt |
| Desc | EDUCATION, GRANTS AND RESEARCH - PURPOSE IS TO STUDY THE DEVELOPMENT OF DIVERSE ENERGY RESOURCES, INCLUDING CLEAN ENERGY; TO STUDY EMERGING ISSUES IN THE ELECTRIC POWER AND NATURAL GAS INDUSTRIES, INCLUDING COMPETITIVE MARKET FORCES, ENERGY SECURITY AND RESILIENCE, AND SYSTEM PLANNING AS IT RELATES TO GRID MODERNIZATION; TO EXCHANGE INFORMATION ABOUT NEW UTILITY COMMISSIONS IN DEVELOPING COUNTRIES WORLWIDE; AND TO FACILITATE TRAINING AND CONSULTING SUPPORT TO STATE COMMISSIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,050,952 | ExpenseAmt |
| Revenue | $4,375,321 | RevenueAmt |
| Desc | MEETINGS - PURPOSE IS TO PROMOTE THE STUDY AND DISCUSSION OF MEANS TO MAKE PUBLIC UTILITIES AND CARRIERS MORE RESPONSIVE TO THE NEEDS OF THE PUBLIC. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,366,693 | ExpenseAmt |
| Revenue | $1,544,691 | RevenueAmt |
| Desc | GOVERNMENT AFFAIRS - PURPOSE IS TO ASSIST ITS PRINCIPAL MEMBERS, STATE REGULATORY AGENCIES ENGAGED IN THE REGULATION OF PUBLIC UTILITIES, AS A LIAISON TO AND ADVOCATE BEFORE THE U.S. CONGRESS, AGENCIES AND THE FEDERAL COURTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $725,649 | ExpenseAmt |
| Desc | POLICY DEVELOPMENT - PURPOSE IS TO PROVIDE STAFF SUPPORT AND GUIDANCE TO ITS COMMITTEES RESPONSIBLE FOR DEVLEOPING THE ASSOCIATION'S POLICY POSITIONS ON ISSUES INVOLVED IN THE REGULATION OF TELECOM, ENERGY AND WATER UTILITIES. THESE POLICY POSITIONS ARE SUBSEQUENTLY ADOPTED BY THE NARUC BOARD OF DIRECTORS TO REPRESENT THE CONSENSUS VIEWS OF NARUC'S MEMBERSHIP. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $725,649 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $12,272,873 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 49 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 56 | 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 |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 46 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 46 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY T CLARK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028982208 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 VERMONT AVE NW SUITE 401 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL A CARON | |||||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JULIE FEDORCHAK | |||||||||
| FIRST VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| TRICIA PRIDEMORE | |||||||||
| SECOND VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| TONOLA BROWN-BLAND | |||||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ABIGAIL ANTHONY | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALICE REYNOLDS | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW GILES FAY | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANN RENDAHL | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ART GRAHAM | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BOB ANTHONY | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRANDON PRESLEY | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CARLETON SIMPSON | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLOTTE R LANE | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRIS NELSON | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DALLAS WINSLOW | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL SCRIPPS | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID CLARK | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID E ZIEGNER | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID W DANNER | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| EMILE THOMPSON | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERIC SKRMETTA | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| FLOYD B MCKISSICK JR | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GLADYS M BROWN DUTRIEUILLE | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HAYLEY WILLIAMSON | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JASON HOLSMAN | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFFREY A HUGHES | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEHMAL HUDSON | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENIFER FRENCH | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEREMY ODEN | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN HAMMOND JR | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN W BETKOSKI III | |||||||||
| PAST PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSHUA BYRNES | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHERINE PERETICK | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KENNETH HILL | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KENT CHANDLER | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KIMBERLY W DUFFEY | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEO ASUNCION JR | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LILLIAN MATEO-SANTOS | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MAIDA J COLEMAN | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARY THRONE | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARY-ANNA HOLDEN | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MATTEW SCHUERGER | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RON GERWATOWSKI | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SARAH FREEMAN | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TAMMY CORDOVA | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TIM SCHRAM | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GREG R WHITE | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $345,233 | $0 | $54,885 | 2.00 | |||
| JAMES B RAMSAY | |||||||||
| GENERAL COUNCIL | 40.00 | $290,197 | $0 | $48,919 | Yes (X) | ||||
| AIDA P TIMM | |||||||||
| SR. DIRECTOR, FINANCE & GR | 40.00 | $247,069 | $0 | $40,105 | 1.00 | Yes (X) | |||
| REGINA DAVIS | |||||||||
| SR. DIRECTOR, COMMUNICAT | 40.00 | $226,933 | $0 | $27,287 | Yes (X) | ||||
| HISHAM CHOUEIKI | |||||||||
| PRINCIPAL TECHNICAL ADVISO | 40.00 | $213,969 | $0 | $42,816 | Yes (X) | ||||
| MICHELLE A MALLOY | |||||||||
| SR DIRECTOR OF MEETING/MEMBER SERVICES | 40.00 | $213,935 | $0 | $51,828 | Yes (X) | ||||
| ERIN HAMMEL | |||||||||
| SR. DIRECTOR, INTERNAL PRO | 40.00 | $210,149 | $0 | $28,264 | Yes (X) | ||||
| DANIELLE BYRNETT | |||||||||
| SR. DIRECTOR CENTER FOR PA | 40.00 | $205,045 | $0 | $39,528 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,952,530 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $333,632 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 27 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JACKOTECH | |||||
| 5691 SYCAMORE CANYON DR | KISSIMMEE | FL | 34758 | AUDIO VISUAL | $204,467 |
| THE CADMUS GROUP LLC | |||||
| ONE CENTER PLAZA STE 320 | BOSTON | MA | 02108 | CONSULTING SERVICES | $200,654 |
| CONVERGE STRATEGIES LLC | |||||
| 50 HOLBROOK ST | BOSTON | MA | 02130 | CONSULTING SERVICES | $184,509 |
| CLIFTONLARSONALLEN LLP | |||||
| 2900 SOUTH QUINCY ST SUITE 150 | ARLINGTON | VA | 22206 | ACCOUNTING SERVICES | $160,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $8,994,211 | GovernmentGrantsAmt |
| Total Contributions | $8,994,211 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEETINGS AND SEMINARS | 541900 | $4,082,924 | $4,082,924 |
| MEMBER ASSESSMENTS | 541900 | $1,544,691 | $1,544,691 |
| MEETING SPONSORSHIP | 541900 | $191,333 | $191,333 |
| CONTRACTS | 541900 | $139,934 | $139,934 |
| SUBSCRIPTION AND SALES | 541900 | $101,064 | $101,064 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,059,946 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $237,143 | TotalRevenueColumnAmt |
| Exclusion | $237,143 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,338,489 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,186,044 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $152,445 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $152,445 | TotalRevenueColumnAmt |
| Exclusion | $152,445 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | 561000 | $33,900 | $33,900 |
| MISCELLANEOUS | 900099 | $32,975 | $32,975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $66,875 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,510,620 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,059,946 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $456,463 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,076,636 | TotalAmt |
| Program Services | $1,076,636 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,457 | TotalAmt |
| Program Services | $29,457 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,059 | TotalAmt |
| Program Services | $137,059 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,080,221 | TotalAmt |
| Program Services | $354,970 | ProgramServicesAmt |
| Management And General | $725,251 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,545 | TotalAmt |
| Management And General | $24,545 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,266,058 | TotalAmt |
| Program Services | $3,766,776 | ProgramServicesAmt |
| Management And General | $499,282 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,556 | TotalAmt |
| Program Services | $194,924 | ProgramServicesAmt |
| Management And General | $54,632 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,705,074 | TotalAmt |
| Program Services | $1,405,284 | ProgramServicesAmt |
| Management And General | $299,790 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,600 | TotalAmt |
| Program Services | $324,618 | ProgramServicesAmt |
| Management And General | $90,982 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,270 | TotalAmt |
| Management And General | $138,270 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,962 | TotalAmt |
| Management And General | $122,962 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,985 | TotalAmt |
| Management And General | $57,985 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $617,734 | TotalAmt |
| Program Services | $329,106 | ProgramServicesAmt |
| Management And General | $288,628 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,273 | TotalAmt |
| Program Services | $70,934 | ProgramServicesAmt |
| Management And General | $26,339 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $766,469 | TotalAmt |
| Program Services | $598,791 | ProgramServicesAmt |
| Management And General | $167,678 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,436,152 | TotalAmt |
| Program Services | $1,310,911 | ProgramServicesAmt |
| Management And General | $125,241 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,424,280 | TotalAmt |
| Program Services | $1,410,869 | ProgramServicesAmt |
| Management And General | $13,411 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,764 | TotalAmt |
| Program Services | $70,016 | ProgramServicesAmt |
| Management And General | $19,748 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MISCELLANEOUS | $326,993 | $266,965 | $60,028 |
| SUBSCRIPTIONS | $179,018 | $165,579 | $13,439 |
| REGISTRATION | $94,350 | $84,153 | $10,197 |
| PRINTING AND REPRODUCTI | $47,523 | $45,622 | $1,901 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
| Program Services | $630,203 | ProgramServicesAmt |
| Management And General | -$625,203 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,387,979 | TotalAmt |
| Program Services | $12,272,873 | ProgramServicesAmt |
| Management And General | $2,115,106 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,702,217 | BOYAmt |
| EOY | $2,537,344 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,207,034 | BOYAmt |
| EOY | $1,569,830 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $469,177 | BOYAmt |
| EOY | $121,655 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,481 | BOYAmt |
| EOY | $263,692 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,420,565 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,280,560 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,768 | BOYAmt |
| EOY | $140,005 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,020,730 | BOYAmt |
| EOY | $10,541,812 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,614,778 | BOYAmt |
| EOY | $957,672 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,319,185 | BOYAmt |
| EOY | $16,132,010 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,949,677 | BOYAmt |
| EOY | $1,583,812 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $771,823 | BOYAmt |
| EOY | $660,156 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $956,528 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,217,947 | BOYAmt |
| EOY | $1,317,939 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,895,975 | BOYAmt |
| EOY | $3,561,907 | 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 | $10,287,877 | BOYAmt |
| EOY | $12,378,770 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,333 | BOYAmt |
| EOY | $191,333 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,423,210 | BOYAmt |
| EOY | $12,570,103 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,319,185 | BOYAmt |
| EOY | $16,132,010 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,122,641 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,024,252 | NetUnrlzdGainsLossesInvstAmt |
| 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | Yes (1) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,315,620 | BeginningYearBalanceAmt |
| End Year Balance | $7,315,620 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,315,620 | BeginningYearBalanceAmt |
| End Year Balance | $7,315,620 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,379,371 | BeginningYearBalanceAmt |
| Other Expenditures | $3,063,751 | OtherExpendituresAmt |
| End Year Balance | $7,315,620 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,379,371 | BeginningYearBalanceAmt |
| End Year Balance | $10,379,371 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,379,371 | BeginningYearBalanceAmt |
| End Year Balance | $10,379,371 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $823,950 | OtherCostOrOtherBasisAmt |
| Depreciation | $683,945 | DepreciationAmt |
| Book Value | $140,005 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $197,205 | OtherCostOrOtherBasisAmt |
| Depreciation | $197,205 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $399,410 | OtherCostOrOtherBasisAmt |
| Depreciation | $399,410 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $140,005 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $60,651 |
| RIGHT OF USE ASSET | $863,255 |
| ACCRUED INTEREST RECEIVABLE | $33,766 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $957,672 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED SEVERANCE PAYABLE | $121,646 |
| DUE TO COMMITTEES | $27,604 |
| OPERATING LEASE LIABILITY | $1,168,689 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,317,939 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,966,237 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,024,252 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $489,350 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,513,602 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,452,635 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $57,985 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $57,985 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,510,620 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,819,344 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $489,350 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $489,350 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,329,994 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $57,985 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $57,985 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,387,979 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | NARUC IS A NONPROFIT ORGANIZATION AS DEFINED BY THE INTERNAL REVENUE CODE (IRC) SECTION 501(C)(4). INCOME DERIVED FROM ITS EXEMPT PURPOSE ACTIVITIES IS NOT SUBJECT TO INCOME TAX. NARUC IS SUBJECT TO FEDERAL AND DISTRICT OF COLUMBIA TAX ON ANY UNRELATED BUSINESS INCOME. NARUC IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION'S FEDERAL AND STATE INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAX AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THE RETURNS ARE FILED. NARUC IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. AS OF JUNE 30, 2024, THERE ARE NO UNCERTAIN TAX POSITIONS. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | TECHNICAL ASSISTANCE | $1,223,168 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | PROGRAM SERVICES | TECHNICAL ASSISTANCE | $278,422 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | PROGRAM SERVICES | TECHNICAL ASSISTANCE | $312,586 |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 0 | 0 | PROGRAM SERVICES | TECHNICAL ASSISTANCE | $107,867 |
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | 0 | 0 | PROGRAM SERVICES | TECHNICAL ASSISTANCE | $175,449 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 0 | 0 | PROGRAM SERVICES | TECHNICAL ASSISTANCE | $877,509 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | PROGRAM SERVICES | TECHNICAL ASSISTANCE | $166,100 |
| RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, | 0 | 0 | PROGRAM SERVICES | TECHNICAL ASSISTANCE | $1,356,550 |
| MIDDLE EAST & NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | TEHCNICAL ASSISTANCE | $242,209 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $4,497,651 | SubtotalSpentAmt |
| Continuation Spent | $242,209 | ContinuationSpentAmt |
| Total Spent | $4,739,860 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, | TECHNICAL ASSISTANCE | $27,171 | $0 |
| RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, | TECHNICAL ASSISTANCE | $9,300 | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | TECHNICAL ASSISTANCE | $48,295 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|---|
| TECHNICAL ASSISTANCE | RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, | 1 | $5,729 |
| TECHNICAL ASSISTANCE | SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 1 | $7,764 |
| TECHNICAL ASSISTANCE | EAST ASIA AND THE PACIFIC | 1 | $20,000 |
| TECHNICAL ASSISTANCE | SUB-SAHARAN AFRICA | 1 | $18,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | NARUC'S INTERNAL POLICY OUTLINES PROCEDURES FOR MONITORING, REVIEW AND EXPENDITURE APPROVAL TO ENSURE COMPLIANCE WITH FEDERAL REQUIREMENTS AND PROJECT BUDGET CONSISTENCY. ASSIGNED STAFF PROVIDE FISCAL AND ADMINISTRATIVE OVERSIGHT OF ALL GRANTS. MONITORING IS ACCOMPLISHED THROUGH DIFFERENT LEVELS OF REVIEWS PERFORMED BY NARUC STAFF, INCLUDING ON SITE REVIEWS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|---|
| THE CADMUS GROUP LLC | ||||||||
| 100 5TH AVENUE SUITE 100 | WALTHAM | MA | 02451 | 042793775 | $0 | $65,279 | TECHNICAL ASSISTANCE | |
| HUNTERSTON CONSULTING | ||||||||
| PO BOX 474 | NORTHPORT | MI | 49670 | 833410571 | $0 | $11,175 | TECHINCAL ASSISTANCE | |
| PLUGGED IN STRATEGIES | ||||||||
| 9492 OLYMPIA DRIVE | EDEN PRAIRIE | MN | 55347 | 821060591 | $0 | $14,662 | TECHNICAL ASSISTANCE | |
| CONVERGE STRATEGIES LLC | ||||||||
| 50 HOLBROOK STREET | BOSTON | MA | 02130 | 820679269 | $0 | $93,385 | TECHNICAL ASSISTANCE | |
| ENERGY AND ENVIRONMENTAL ECONOMICS | ||||||||
| 4 MONTGOMERY STREET SUITE 1500 | SAN FRANCISCO | CA | 94104 | 943218646 | $0 | $69,566 | TECHNICAL ASSISTANCE - ARMENIA | |
| THE NATIONAL ASSOCIATION OF STATE ENERGY OFFICIALS | ||||||||
| 1300 NORTH 17TH STREET SUITE 1275 | ALEXANDRIA | VA | 22209 | 521474553 | $0 | $54,443 | TECHNICAL ASSISTANCE | 501(C)(3) |
| E9 INSIGHT | ||||||||
| 3020 JEFFERSON STREET | BOULDER | CO | 80304 | 464276371 | $0 | $204,433 | TECHNICAL ASSISTANCE | |
| ELECTRIC POWER RESEARCH INSTITUTE INC | ||||||||
| PO BOX 10412 | PALO ALTO | CA | 94303 | 237175375 | $0 | $23,360 | TECHNICAL ASSISTANCE | 501(C)(3) |
| ELEVATED ENGAGEMENT | ||||||||
| 1233 CHARTWELL CARRIAGE WAY | N EAST LANSING | MI | 48823 | 920800565 | $0 | $43,320 | TECHNICAL ASSISTANCE | |
| ENERGY MARKET GROUP | ||||||||
| 2818 CONNECTICUT AVE NW STE 5 | WASHINGTON | DC | 20008 | 562356623 | $0 | $24,159 | TECHNICAL ASSISTANCE | |
| ROCKY MOUNTAIN INSTITUTE | ||||||||
| 22830 TWO RIVERS ROAD | BASALT | CO | 81621 | 742244146 | $0 | $201,916 | TECHNICAL ASSISTANCE | 501(C)(3) |
| STRATEGEN CONSULTING INC | ||||||||
| 10265 ROCKINGHAM DR STE 100-4061 | SACRAMENTO | CA | 95827 | 810680092 | $0 | $36,751 | TECHNICAL ASSISTANCE | |
| THE BRATTLE GROUP INC | ||||||||
| ONE BEACON STREET STE 2600 | BOSTON | MA | 02108 | 043254813 | $0 | $124,205 | TECHNICAL ASSISTANCE | |
| E3 MODELING | ||||||||
| 44 MONTGOMERY ST STE 1500 | SAN FRANCISCO | CA | 94104 | 825684871 | $0 | $71,096 | TECHNICAL ASSISTANCE | |
| WI-HER LLC | ||||||||
| 8212 OLD COURTHOUSE RD STE A | VIENNA | VA | 22182 | 263355555 | $0 | $33,286 | TECHNICAL ASSISTANCE | |
| ENCOLOR LLC | ||||||||
| 8855 NOLENE STREAM ST | LAS VEGAS | NV | 89131 | 854021112 | $0 | $5,600 | TECHNICAL ASSISTANCE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 13 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| TECHNICAL ASSISTANCE | 1 | $21,500 |
| TECHNICAL ASSISTANCE | 1 | $4,607 |
| TECHNICAL ASSISTANCE | 1 | $3,350 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | NARUC'S INTERNAL POLICY OUTLINES PROCEDURES FOR MONITORING, REVIEW AND EXPENDITURE APPROVAL TO ENSURE COMPLIANCE WITH FEDERAL REQUIREMENTS AND PROJECT BUDGET CONSISTENCY. ASSIGNED STAFF PROVIDE FISCAL AND ADMINISTRATIVE OVERSIGHT OF ALL GRANTS. MONITORING IS ACCOMPLISHED THROUGH DIFFERENT LEVELS OF REVIEWS PERFORMED BY NARUC STAFF, INCLUDING ON SITE REVIEWS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GREG R WHITE | ||||||||||||||
| EXECUTIVE DIRECTOR | $345,233 | $0 | $0 | $0 | $0 | $0 | $13,427 | $0 | $41,458 | $0 | $400,118 | $0 | $0 | $0 |
| JAMES B RAMSAY | ||||||||||||||
| GENERAL COUNCIL | $290,197 | $0 | $0 | $0 | $0 | $0 | $11,405 | $0 | $37,514 | $0 | $339,116 | $0 | $0 | $0 |
| AIDA P TIMM | ||||||||||||||
| SR. DIRECTOR, FINANCE & GR | $247,069 | $0 | $0 | $0 | $0 | $0 | $9,781 | $0 | $30,324 | $0 | $287,174 | $0 | $0 | $0 |
| MICHELLE A MALLOY | ||||||||||||||
| SR DIRECTOR OF MEETING/MEMBER SERVIC | $213,935 | $0 | $0 | $0 | $0 | $0 | $8,384 | $0 | $43,444 | $0 | $265,763 | $0 | $0 | $0 |
| HISHAM CHOUEIKI | ||||||||||||||
| PRINCIPAL TECHNICAL ADVISO | $213,969 | $0 | $0 | $0 | $0 | $0 | $8,505 | $0 | $34,311 | $0 | $256,785 | $0 | $0 | $0 |
| REGINA DAVIS | ||||||||||||||
| SR. DIRECTOR, COMMUNICAT | $226,933 | $0 | $0 | $0 | $0 | $0 | $9,315 | $0 | $17,972 | $0 | $254,220 | $0 | $0 | $0 |
| DANIELLE BYRNETT | ||||||||||||||
| SR. DIRECTOR CENTER FOR PA | $205,045 | $0 | $0 | $0 | $0 | $0 | $8,269 | $0 | $31,259 | $0 | $244,573 | $0 | $0 | $0 |
| ERIN HAMMEL | ||||||||||||||
| SR. DIRECTOR, INTERNAL PRO | $210,149 | $0 | $0 | $0 | $0 | $0 | $8,288 | $0 | $19,976 | $0 | $238,413 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | THERE IS A 457(B) PLAN THAT ONLY SENIOR DIRECTORS CAN PARTICIPATE IN - GREG WHITE, JAMES RAMSAY, AIDA TIMM, REGINA DAVIS, MICHELLE MALLOY, DANIELLE BYRNETT, ERIN HAMMEL, JENNIFER MURPHY, AND CYNTHIA HOWELL. NARUC DID NOT MAKE ANY DISCRETIONARY CONTRIBUTIONS TO THE PLAN DURING THE YEAR. MICHELLE MALLOY MADE ELECTIVE DEFERRALS TO THE PLAN DURING CALENDAR YEAR 2023. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | EXECUTIVE COMMITTEE SHALL CONSIST OF VOTING MEMBERS IN THE CAPACITY OF THE PRESIDENT, THE FIRST VICE PRESEIDENT, THE SECOND VICE PRESIDENT, AND TWO ADDITIONAL MEMBERS APPOINTED BY THE PRESIDENT. THE EXECUTIVE COMMITTEE SHALL RECOMMEND THE SELECTION OF THE EXECUTIVE DIRECTOR AND SHALL PROVIDE POLICY GUIDANCE AND SUPERVISE THE ACTIVITIES OF THE EXECUTIVE DIRECTOR WITHIN THE FRAMEWORK OF POLICIES ADOPTED BY THE BOARD OF DIRECTORS. THE EXECUTIVE SHALL RECOMMEND POLICY REVISIONS TO THE BOARD OF DIRECTORS AND SHALL UNDERTAKE OTHER ACTIONS AND RESPONIBILITIES AS DELEGATED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 6 | NARUC'S MEMBERS INCLUDE THE GOVERNMENTAL AGENCIES THAT ARE ENGAGED IN THE REGULATION OF UTILITIES AND CARRIERS IN THE FIFTY STATES, THE DISTRICT OF COLUMBIA, PUERTO RICO AND THE VIRGIN ISLANDS. NARUC'S MEMBER AGENCIES REGULATE THE ACTIVITIES OF TELECOMMUNICATIONS, ENERGY AND WATER UTILITIES. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS OF THE ASSOCIATION ELECT THE OFFICERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBERS OF THE ASSOCIATION MUST APPROVE CHANGES TO THE BYLAWS AND THE CONSTITUTION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CFO AND EXECUTIVE DIRECTOR CONDUCT AN INITIAL REVIEW AND THEN PASS THE RETURN ON TO THE ASSOCIATION'S AUDIT COMMITTEE FOR REVIEW AND APPROVAL BEFORE THE FORM 990 IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD REQUIRES FULL DISCLOSURE OF ALL ACTUAL AND POTENTIAL CONFLICTS OF INTEREST. EACH COVERED OFFICIAL SHALL DISCLOSE ANY AND ALL FACTORS THAT MAY BE CONSTRUED AS A CONFLICT OF INTEREST. BOTH THROUGH AN ANNUAL DISCLOSURE PROCESS AND WHENEVER SUCH ACTUAL OR POTENTIAL CONFLICT OCCURS, THE BOARD WILL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND WHETHER OR NOT SUCH CONFLICT MATERIALLY AND ADVERSELY AFFECTS THE INTERESTS OF NARUC. A COVERED OFFICIAL WHOSE POTENTIAL CONFLICT IS UNDER REVIEW MAY NOT DEBATE, VOTE OR OTHERWISE PARTICIPATE IN SUCH DETERMINATION. IF IT IS DETERMINED THAT AN ACTUAL OR POTENTIAL CONFLICT DOES EXIST, THE BOARD SHALL DETERMINE AN APPROPRIATE REMEDY. THE BOARD OF DIRECTORS MAY DELEGATE ITS AUTHORITY TO REVIEW AND REMEDY POTENTIAL CONFLICTS OF INTEREST TO THE NARUC EXECUTIVE COMMITTEE. ONLY DISINTERESTED MEMBERS OF THE EXECUTIVE COMMITTEE MAY PARTICIPATE IN ANY SUCH REVIEW. THE EXECUTIVE COMMITTEE SHALL INFORM THE BOARD OF ITS DETERMINATION AND RECOMMENDED ACTION. THE BOARD SHALL RETAIN THE RIGHT TO MODIFY OR REVERSE SUCH DETERMINATION AND ACTION, AND SHALL RETAIN THE ULTIMATE ENFORCEMENT AUTHORITY WITH RESPECT TO THE INTERPRETATION AND APPLICATION OF THIS POLICY. ON AN ANNUAL BASIS, EACH MEMBER OF THE BOARD OF DIRECTORS SHALL BE PROVIDED WITH A COPY OF THIS POLICY, AND SHALL COMPLETE AND SIGN THE ACKNOWLEDGEMENT AND DISCLOSURE FORM. |
| FORM 990, PART VI, SECTION B, LINE 15 | NARUC EXECUTIVE DIRECTOR COMPENSATION: THE PROCESS OF DETERMINING THE EXECUTIVE DIRECTOR COMPENSATION IS MADE BY THE EXECUTIVE COMMITTEE MEMBERS WHO ARE NOT EMPLOYEES OF THE ASSOCIATION AND RECEIVE NO COMPENSATION FROM THE ASSOCIATION. NARUC RELIES ON INDUSTRY SALARY SURVEYS, EXECUTIVE COMPENSATION REVIEWS BY A PROFESSIONAL MANAGEMENT FIRM, AND OTHER COMPARABLE INFORMATION TO REVIEW THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR IN CONSULTATION WITH THE NARUC DEPARTMENT HEADS DETERMINES THE COMPENSATION OF OTHER KEY PERSONNEL. NARUC STAFF COMPENSATION: NARUC RELIES ON INDUSTRY SALARY SURVEYS, COMPENSATION ANALYSIS BY A PROFESSIONAL MANAGEMENT FIRM, AND OTHER COMPARABLE INFORMATION TO REVIEW THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND KEY PERSONNEL. GENERALLY, EVERY 3-4 YEARS THE ASSOCIATION ENLISTS A THIRD-PARTY CONSULTANT TO PERFORM A COMPENSATION ANALYSIS FOR EACH NARUC STAFF POSITION. THE ANALYSIS REPORT PROVIDES SALARY RANGES FOR EACH STAFF POSITION. THESE RANGES ARE SHARED WITH DEPARTMENT DIRECTORS AND USED WHEN DETERMINING THE COMPENSATION OF OTHER KEY PERSONNEL AND MAKING FUTURE HIRING DECISIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ASSOCIATION MAKES ITS FINANCIAL STATEMENTS, CONFLICT OF INTEREST AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | NO CHANGES FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL REGULATORY RESEARCH INSTITUTE (NRRI) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 VERMONT AVE NW STE 401 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261439365 | EIN |
| Primary Activities | RESEARCH | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL ASSOCIATION OF REGULATORY UTILITY COMMISSIONERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL REGULATORY RESEARCH INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionTypeTxt |
| Involved | $64,148 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |