2018-10-22T15:42:42-05:00 2017-12-31 680138148 RICHARD F STRAWN CPA 333 UNIVERSITY AVENUE SUITE 200 SACRAMENTO CA 958258308 990 2017-01-01 943296987 WESTERN POWER TRADING FORUM WEST 9163332364 1900 POINT WEST WAY NO 222 SACRAMENTO CA 95815 JENIFER MCDONALD DIRECTOR OF ADMINISTRATION 9164855875 2018-10-19 1 RICHARD F STRAWN P00440306 9165657424 2018-10-19 X 75.103.9.4 2018-10-19 15:01:08 PD P DC9F5FB74DDCC63D7B1B2867824C7F0A6E1C509D DC9F5FB74DDCC63D7B1B2867824C7F0A6E1C509D 2017 2018-06-14 16:35:46Z JENIFER MCDONALD 1900 POINT WEST WAY SUITE 222 SACRAMENTO CA 95815 1945277 0 X WWW.WPTF.ORG X 1998 CA THE WESTERN POWER TRADING FORUM WAS FORMED TO FURTHER THE DEVELOPMENT OF A COMPETITIVE ELECTRICITY MARKET. 15 15 0 0 0 0 0 0 1670079 1945229 69 48 0 0 1670148 1945277 0 0 0 0 279483 281127 0 0 0 1400649 1587472 1680132 1868599 -9984 76678 755405 971606 638778 778301 116627 193305 X THE WESTERN POWER TRADING FORUM WAS FORMED TO FURTHER THE DEVELOPMENT OF A COMPETITIVE ELECTRICITY MARKET, BY ENCOURAGING THE ESTABLISHMENT OF SOUND PUBLIC POLICY, ENCOURAGING THE COLLECTION AND DISSEMINATION OF INFORMATION, ENCOURAGING AND PROMOTING CRITERIA, SERVING AS A PUBLIC FORUM, AND SUPPORTING PUBLIC POLICY, ALL TO DEVELOP COMPETITIVE ELECTRICITY MARKETS. 0 0 THE GOAL OF WPTF IS TO REDUCE THE LONG-RUN COST OF ELECTRICITY TO CONSUMERS THROUGHOUT THE REGION AND TO MAINTAIN THE CURRENT HIGH LEVEL OF SYTEM RELIABILITY. WPTF'S ACTIONS FOCUS ON DEVELOPING COMPETITIVE ELECTRICITY MARKETS THROUGHOUT THE WESTERN STATES, BY DEVELOPING UNIFORM OPERATING RULES TO FACILITATE TRANSACTIONS AMONG MARKET PARTICIPANTS AND ENSURING A VITAL ENERGY MARKET IS ESTABLISHED. WPTF PROVIDES AN INFORMATION CLEARINGHOUSE FOR ITS MEMBERS, ACTIVELY TRACKING AND ANALYZING RELEVANT REGULATORY PROCEEDINGS AT THE STATE, REGIONAL, AND NATIONAL LEVELS. WPTF ALSO PROVIDES A UNIFIED VOICE WHICH CAN INFLUENCE THE DEVELOPMENT OF MARKET STRUCTURES THROUGHOUT THE REGION. WPTF HOLDS TWO GENERAL MEMBERSHIP MEETINGS EACH YEAR FOR EDUCATIONAL PURPOSES, THAT BRING THE MOST TIMELY TOPICS AND SPEAKERS TO TRAIN AND EDUCATE ITS MEMBERS. WPTF HAS SPECIAL PROJECTS THAT TRACK CURRENT ISSUES IN THE POWER INDUSTRY. THESE TOPICS ARE FUNDED BY WPTF MEMBERS, BASED ON THEIR INTEREST IN THE SUBJECT MATTERS. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 X 15 15 0 1 0 0 1 1 1 1 1 0 0 1 0 0 0 1 0 0 CA X MCDONALD ASSOCIATION MANAGEMENT 9164855875 1900 POINT WEST WAY SUITE 222 SACRAMENTO CA 95815 JULIE GILL DIRECTOR 1.00 X 0 0 0 ERIC SCHUBERT DIRECTOR 1.00 X 0 0 0 HARRY SINGH DIRECTOR 1.00 X 0 0 0 AVIS KOWALEWSKI DIRECTOR 1.00 X 0 0 0 RICHARD DEMING DIRECTOR 1.00 X 0 0 0 DAVID FRANCIS DIRECTOR 1.00 X 0 0 0 WILLIAM BERG DIRECTOR 1.00 X 0 0 0 JASON COX DIRECTOR 1.00 X 0 0 0 DEBORAH HART DIRECTOR 1.00 X 0 0 0 MATTHEW BARMACK TREASURER 1.00 X X 0 0 0 SHAWN BAILEY VICE-CHAIR 1.00 X X 0 0 0 BRIAN THEAKER CHAIR 1.00 X X 0 0 0 KERRY HATTEVIK DIRECTOR 1.00 X 0 0 0 FRANCOIS VINCENT DIRECTOR 1.00 X 0 0 0 HAL DITTMER DIRECTOR 1.00 X 0 0 0 FOOTHILL SERVICES INC EXECUTIVE DIRECTOR 40.00 X 281127 0 0 281127 0 0 1 0 1 0 RESERO CORPORATION 9289 SHADOW BROOK PLACE GRANITE BAY CA 95746 CONSULTING 428019 DANIEL DOUGLASS DOUGLASS LIDDELL 21700 OXNARD STREET WOODLAND HILLS CA 91367 LEGAL 241502 CLARE BREIDENICH ACIEM CONSULTING 4202 ASHWORTH AVENUE N SEATTLE WA 98103 LEGAL 192383 ENERGY STRATEGIES 215 S STATE ST STE 200 SALT LAKE CITY UT 84111 CONSULTING 172880 4 ADVOCACY FEES 541900 1265333 1265333 MEMBERSHIP DUES 541900 620850 620850 MEMBERSHIP MEETINGS 611430 59046 59046 1945229 48 48 1945277 1945229 0 48 X 281127 30640 24564 855 1338189 30425 118343 TELEPHONE 8266 EVENT PLANNING 7875 MEMBERSHIP SERRVICES AN 7837 WEBSITE 6103 14375 1868599 349612 421626 368102 527038 37691 22942 755405 971606 53278 182591 585500 595710 638778 778301 X 116627 193305 116627 193305 755405 971606 76678 0 X 0 0 0 0 0 0 620850 X 1 1 X 0 0 0 FOOTHILL SERVICES INC EXECUTIVE DIRECTOR 225859 0 55268 0 0 0 0 0 0 0 281127 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 DURING THE YEAR, THE BOARD OF DIRECTORS CONTRACTED WITH GARY ACKERMAN OF FOOTHILL SERVICES INC (A CALIFORNIA CORPORATION) AND FOOTHILL SERVICES NEVADA INC (A NEVADA CORPORATION) TO PERFORM THE DUTIES OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION A, LINE 6 THE WESTERN POWER TRADING FORUM HAS A BROAD BASE OF MEMBERS, DEDICATED TO ENCOURAGING COMPETITION IN THE ELECTRIC MARKET OF THE WESTERN UNITED STATES. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE WESTERN POWER TRADING FORUM ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE VOTING MEMBERS OF WESTERN POWER TRADING FORUM ARE ENTITILED TO VOTE AT ALL GENERAL AND SPECIAL MEMBERSHIP MEETINGS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED FOR REVIEW BY THE EXECUTIVE DIRECTOR AND THE ORGANIZATION'S MANAGER. ONCE REVIEWED AND APPROVED, FORM 990 WILL BE COMPLETED, SIGNED AND MAILED, AND PROVIDED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION WAS DETERMINED BY THE BOARD OF DIRECTORS AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND POLICIES ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST, EITHER ONLINE OR WRITTEN COMMUNICATION. FORM 990, PART IX, LINE 11G ADVOCACY 1,208,842. GF FUNDING 103,347. ASSISTANT EXECUTIVE DIRECTOR 26,000.