STRATEGY STUDIO / PUBLIC DATA EXPLORER

TEXAS ENERGY ASSOCIATION FOR MARKETERS: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
TEXAS ENERGY ASSOCIATION FOR MARKETERS (EIN 43-1978304)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-10-29
IRS object ID
201843029349302154
Schema version
2017v2.2
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

FieldValueIRS element (for citing)
Return2018-10-29T15:44:19-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Allman & Associates IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19600 Great Hills Trail Suite 150WAddressLine1Txt
CityAustinCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78759ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN431978304EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TEXAS ENERGY ASSOCIATION FOR MARKETERSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTEXABusinessNameControlTxt
Phone5124956337PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1303 COLORADO STREETAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCATHERINE WEBKINGPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5124956337PhoneNum
Signature2018-10-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER L ALLMAN CPAPreparerPersonNm
PTINP00648533PTIN
Phone5125023077PhoneNum
Preparation2018-10-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address70.114.136.169IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-10-29IPDt
IP Tm15:44:11IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id45C6BAF4C95A31710CC664F436297F641E618028AtSubmissionCreationDeviceId
At Submission Filing Device IdDD3EF3096A24C31EF7A969B327B772EA5418659EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCATHERINE WEBKINGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1303 COLORADO STREET STE 2400AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78701ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$299,000GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressNONEWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionESTABLISHED TO INFORM, EDUCATE AND ADVOCATE ON BEHALF OF TEXAS ENERGY MARKET PARTICIPANTS BEFORE WORKING GROUPS, LEGISLATIVE AND REGULATORY POLICYMAKERS.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$292,500PYProgramServiceRevenueAmt
CY Program Service Revenue$299,000CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$292,500PYTotalRevenueAmt
CY Total Revenue$299,000CYTotalRevenueAmt
PY Grants And Similar Paid$250PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$253,504PYOtherExpensesAmt
CY Other Expenses$301,239CYOtherExpensesAmt
PY Total Expenses$253,754PYTotalExpensesAmt
CY Total Expenses$301,239CYTotalExpensesAmt
PY Revenues Less Expenses$38,746PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$2,239CYRevenuesLessExpensesAmt
Total Assets BOY$135,265TotalAssetsBOYAmt
Total Assets EOY$133,329TotalAssetsEOYAmt
Total Liabilities EOY$303TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$135,265NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$133,026NetAssetsOrFundBalancesEOYAmt
MissionESTABLISHED TO INFORM, EDUCATE AND ADVOCATE ON BEHALF OF TEXAS ENERGYMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescMONITORED, 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 DOCUMENTATIONDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescMONITORED 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

FieldValueIRS element (for citing)
DescPROMOTED 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
FieldValueIRS element (for citing)
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxYes (true)SubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CATHERINE WEBKINGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5124956337PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1303 COLORADO STREET STE 2400AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78701ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
CATHERINE WEBKING
EXECUTIVE DIRECTOR10.00Yes (X)$0$0$0
DARRIN PFANNENSTIEL
PRESIDENT2.00Yes (X)$0$0$0Yes (X)
ERIC BLAKEY
DIRECTOR2.00$0$0$0Yes (X)
LYNDA FOHN
DIRECTOR2.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCOTT DOUGLASS MCCONNICO LLPBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1303 COLORADO ST STE 2400AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78701ZIPCd
FieldValueIRS element (for citing)
ServicesLEGALServicesDesc
Compensation$235,000CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescMEMBERSHIP DUESDesc
Business900099BusinessCd
Total Revenue Column$299,000TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$299,000TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$299,000TotalRevenueColumnAmt
Related Or Exempt Func Income$299,000RelatedOrExemptFuncIncomeAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$235,000TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$5,476TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$60,000TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$441TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$322TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$301,239TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$118,015BOYAmt
EOY$99,579EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$17,250BOYAmt
EOY$33,750EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$135,265BOYAmt
EOY$133,329EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$303EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$303EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$135,265BOYAmt
EOY$133,026EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$135,265BOYAmt
EOY$133,026EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$135,265BOYAmt
EOY$133,329EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$2,239ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues NondedfalseSubstantiallyAllDuesNondedInd
Only In House LobbyingfalseOnlyInHouseLobbyingInd
Agree Carryover Prior YearYes (true)AgreeCarryoverPriorYearInd
Dues Assessments$299,000DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$60,000NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov$49,150NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot$109,150NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$59,800AggregateReportedDuesNtcAmt
Carried Over$49,350CarriedOverAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 3THE ASSOCIATION HAS CONTRACTED WITH CATHERINNE WEBKING, ATTORNEY AT LAW WITH SCOTT DOUGLASS MCCONNICO, LLP AS ITS EXECUTIVE DIRECTOR/GENERAL COUNSEL.
Pt VI, Line 6THE ASSOCIATION'S MEMBERS CONSIST OF INDEPENDENT RETAIL ELECTRIC PROVIDERS WHO ARE ACTIVELY PROVIDING COMPETITIVE RETAIL ELECTRIC SERVICE IN TEXAS.
Pt VI, Line 7aTHE MEMBERS ELECT THE BOARD OF DIRECTORS.
Pt VI, Line 11bTHE 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 12cTHE 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 15aTHE 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 19THE ASSOCIATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO MEMBERS UPON REQUEST.