TEXAS ENERGY ASSOCIATION FOR MARKETERS: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: TEXAS ENERGY ASSOCIATION FOR MARKETERS (EIN 43-1978304)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-11-15
IRS object ID: 201903199349305465
Schema version: 2018v3.1
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
Form 990
Schedule C
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-11-15T08:13:17-08:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Allman & Associates Inc	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	9600 Great Hills Trail Suite 150W	AddressLine1Txt
City	Austin	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78759	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2018-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	431978304	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TEXAS ENERGY ASSOCIATION FOR MARKETERS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	TEXA	BusinessNameControlTxt
Phone	5124956337	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	303 COLORADO STREET	AddressLine1Txt
City	AUSTIN	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78701	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ERIC BLAKEY	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	5124956337	PhoneNum
Signature	2019-11-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Peter L Allman CPA	PreparerPersonNm
PTIN	P00648533	PTIN
Phone	5125023077	PhoneNum
Preparation	2019-11-15	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	70.114.136.169	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-11-15	IPDt
IP Tm	08:10:46	IPTm
IP Timezone	PS	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	5281A1B353BC8108C87F899983D27D672A25DD41	AtSubmissionCreationDeviceId
At Submission Filing Device Id	215B31055679CC6F3C84F116C1C2AAB29CE0CA8B	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-03-31 21:24:44Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	CATHERINE WEBKING	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	303 COLORADO STREET STE 2400	AddressLine1Txt
City	AUSTIN	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78701	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$257,500	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	NONE	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2003	FormationYr
Legal Domicile State	TX	LegalDomicileStateCd
Activity Or Mission	ESTABLISHED TO INFORM, EDUCATE AND ADVOCATE ON BEHALF OF TEXAS ENERGY MARKET PARTICIPANTS BEFORE WORKING GROUPS, LEGISLATIVE AND REGULATORY POLICYMAKERS.	ActivityOrMissionDesc
Voting Members Governing Body	3	VotingMembersGoverningBodyCnt
Voting Members Independent	3	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	20	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$299,000	PYProgramServiceRevenueAmt
CY Program Service Revenue	$257,500	CYProgramServiceRevenueAmt
CY Investment Income	$0	CYInvestmentIncomeAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$299,000	PYTotalRevenueAmt
CY Total Revenue	$257,500	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$301,239	PYOtherExpensesAmt
CY Other Expenses	$306,653	CYOtherExpensesAmt
PY Total Expenses	$301,239	PYTotalExpensesAmt
CY Total Expenses	$306,653	CYTotalExpensesAmt
PY Revenues Less Expenses	-$2,239	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$49,153	CYRevenuesLessExpensesAmt
Total Assets BOY	$133,329	TotalAssetsBOYAmt
Total Assets EOY	$83,873	TotalAssetsEOYAmt
Total Liabilities BOY	$303	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$133,026	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$83,873	NetAssetsOrFundBalancesEOYAmt
Mission	ESTABLISHED TO INFORM, EDUCATE AND ADVOCATE ON BEHALF OF TEXAS ENERGY MARKET PARTICIPANTS BEFORE WORKING GROUPS, LEGISLATIVE AND REGULATORY POLICYMAKERS.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Desc	MONITORED, PARTICIPATED AND REPORTED ON VARIOUS MARKET WORKING GROUPS AND TASK FORCES. GAINED SEAT REPRESENTATION ON MAJOR WORKING COMMITTEES. FILED MULTIPLE REPORTS OR ASSESSMENTS VERBALLY AND WITH WRITTEN DOCUMENTATION	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Desc	MONITORED AND TESTIFIED TO AND REPORTED ON REGULATORY COMMISSION ACTIVITIES. PROVIDED MULTIPLE REPORTS AND UPDATES ON REGULATORY ACTIVITY TO MEBERSHIP. AVERAGED ONCE A MONTH MEETING WITH REGULATORY STAFF OR COMMISSION.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Desc	PROMOTED THE POSITION OF THE MEMBERSHIP IN WORKING GROUPS, COMMISSION PROJECTS, AND MARKET DEVELOPMENT PROJECTS. SUPPORTED AND PROMOTED THE ELECTION OF MEMBERS IN VARIOUS MARKET SUBCOMMITTEES AND COMMITTEE SEATS.	Desc

Field	Value	IRS element (for citing)
Described In Section501c3	false	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Subject To Proxy Tax	Yes (true)	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	2	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	Yes (true)	NondeductibleContributionsInd
Nondeductible Contri Discl	Yes (true)	NondeductibleContriDisclInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	3	GoverningBodyVotingMembersCnt
Independent Voting Member	3	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (true)	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	false	WhistleblowerPolicyInd
Document Retention Policy	false	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CATHERINE WEBKING	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5124956337	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	303 COLORADO STREET STE 2400	AddressLine1Txt
City	AUSTIN	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78701	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
CATHERINE WEBKING
EXECUTIVE DIRECTOR	10.00	Yes (X)	$0	$0	$0
DARRIN PFANNENSTIEL
PRESIDENT	2.00	Yes (X)	$0	$0	$0	Yes (X)
ERIC BLAKEY
DIRECTOR	2.00		$0	$0	$0	Yes (X)
LYNDA FOHN
DIRECTOR	2.00		$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SCOTT DOUGLASS MCCONNICO LLP	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	303 COLORADO ST STE 2400	AddressLine1Txt
City	AUSTIN	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78701	ZIPCd

Field	Value	IRS element (for citing)
Services	LEGAL	ServicesDesc
Compensation	$240,000	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	MEMBERSHIP DUES	Desc
Business	900099	BusinessCd
Total Revenue Column	$257,500	TotalRevenueColumnAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$257,500	TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$257,500	TotalRevenueColumnAmt
Related Or Exempt Func Income	$257,500	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$240,000	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$5,660	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$60,000	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$196	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$136	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$661	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$306,653	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$99,579	BOYAmt
EOY	$48,861	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$33,750	BOYAmt
EOY	$35,012	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$133,329	BOYAmt
EOY	$83,873	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$303	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$303	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$133,026	BOYAmt
EOY	$83,873	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$133,026	BOYAmt
EOY	$83,873	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$133,329	BOYAmt
EOY	$83,873	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$49,153	ReconcilationRevenueExpnssAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	false	FSAuditedInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Substantially All Dues Nonded	false	SubstantiallyAllDuesNondedInd
Only In House Lobbying	false	OnlyInHouseLobbyingInd
Agree Carryover Prior Year	Yes (true)	AgreeCarryoverPriorYearInd
Dues Assessments	$257,500	DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY	$60,000	NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov	$49,350	NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot	$109,350	NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc	$51,500	AggregateReportedDuesNtcAmt
Carried Over	$57,850	CarriedOverAmt
Taxable	$0	TaxableAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Pt VI, Line 3	THE ASSOCIATION HAS CONTRACTED WITH CATHERINE WEBKING, ATTORNEY AT LAW WITH SCOTT DOUGLASS MCCONNICO, LLP AS ITS EXECUTIVE DIRECTOR/GENERAL COUNSEL.
Pt VI, Line 6	THE ASSOCIATION'S MEMBERS CONSIST OF INDEPENDENT RETAIL ELECTRIC PROVIDERS WHO ARE ACTIVELY PROVIDING COMPETITIVE RETAIL ELECTRIC SERVICE IN TEXAS.
Pt VI, Line 7a	THE MEMBERS ELECT THE BOARD OF DIRECTORS.
Pt VI, Line 11b	THE ASSOCIATION HAS PROVIDED A COPY OF THE FORM 990 TO ITS BOARD OF DIRECTORS PRIOR TO THE FILING OF THE RETURN. THE BOARD HAS REVIEWED THE FORM 990 WITH ITS EXECUTIVE DIRECTOR.
Pt VI, Line 12c	THE BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. THE PRESIDENT OF THE BOARD AND THE EXECUTIVE DIRECTOR MONITOR THE BOARD MEMBERS FOR ANY POTENTIAL CONFLICTS.
Pt VI, Line 15a	THE MANAGEMENT COMPANY'S COMPENSATION IS SET BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THE BOARD REVIEWS THE COMPENSATION BASED ON A VARIETY OF FACTORS.
Pt VI, Line 19	THE ASSOCIATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO MEMBERS UPON REQUEST.